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Castleview Partners’s American Express AXP Stock Holding History

Castleview Partners’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-819
Closed -$244K – 205
2024
Q4 		$244K Buy
819
+44
+6% +$12.6K 0.13% 166
2024
Q3 		$210K Sell
775
-1
-0.1% -$249 0.12% 169
2024
Q2 		$180K Buy
776
+33
+4% +$7.64K 0.1% 183
2024
Q1 		$169K Buy
743
+22
+3% +$4.56K 0.09% 197
2023
Q4 		$135K Buy
721
+332
+85% +$53.4K 0.09% 168
2023
Q3 		$58K Buy
389
+7
+2% +$1.15K 0.05% 233
2023
Q2 		$66.5K Hold
382
– – 0.06% 224
2023
Q1 		$63K Buy
+382
New +$63.4K 0.06% 242
2022
Q4 		– Sell
-382
Closed -$52K – 654
2022
Q3 		$52K Sell
382
-575
-60% -$87K 0.05% 249
2022
Q2 		$48.9K Buy
957
+575
+151% +$95K 0.04% 303
2022
Q1 		$71K Sell
382
-167,471
-100% -$30.2M 0.04% 304
2021
Q4 		$1.03K Buy
+167,853
New +$28.6M 0.01% 388
2021
Q2 		$98K Buy
+592
New +$92.7K 0.04% 290

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Castleview Partners's AXP Position: Q1 2025 in Review

Castleview Partners sold out of American Express (AXP) in Q1 2025, closing a stake of 819 shares — an estimated $244K sold.

Castleview Partners first reported a position in AXP in Q2 2021 and held it in 13 quarters. The position peaked at $244K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Castleview Partners reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 819 American Express shares in Q1 2025, an estimated $244K.
  • Castleview Partners first reported a position in American Express in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's American Express position peaked at $244K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.