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Clarius Group LLC’s American Express AXP Stock Holding History

Clarius Group LLC’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
Q4 		$971K Sell
2,626
-880
-25% -$315K 0.06% 128
2025
Q3 		$1.16M Sell
3,506
-698
-17% -$222K 0.07% 114
2025
Q2 		$1.34M Sell
4,204
-897
-18% -$252K 0.08% 114
2025
Q1 		$1.37M Buy
5,101
+1,922
+60% +$568K 0.09% 107
2024
Q4 		$943K Sell
3,179
-700
-18% -$201K 0.06% 131
2024
Q3 		$1.05M Sell
3,879
-132
-3% -$32.9K 0.07% 119
2024
Q2 		$929K Sell
4,011
-229
-5% -$53K 0.07% 122
2024
Q1 		$965K Sell
4,240
-633
-13% -$131K 0.07% 124
2023
Q4 		$913K Sell
4,873
-474
-9% -$76.3K 0.08% 135
2023
Q3 		$798K Sell
5,347
-1,844
-26% -$302K 0.08% 137
2023
Q2 		$1.25M Sell
7,191
-136
-2% -$21.9K 0.1% 115
2023
Q1 		$1.21M Buy
7,327
+142
+2% +$23.6K 0.1% 114
2022
Q4 		$1.06M Buy
7,185
+296
+4% +$43.9K 0.1% 128
2022
Q3 		$929K Sell
6,889
-99
-1% -$15K 0.09% 127
2022
Q2 		$969K Buy
6,988
+755
+12% +$125K 0.1% 128
2022
Q1 		$1.02M Hold
6,233
– – 0.08% 133
2021
Q4 		$1.02M Buy
6,233
+186
+3% +$31.7K 0.08% 133
2021
Q3 		$1.01M Buy
6,047
+92
+2% +$15.4K 0.09% 122
2021
Q2 		$984K Buy
5,955
+98
+2% +$15.3K 0.09% 121
2021
Q1 		$828K Buy
5,857
+82
+1% +$10.8K 0.08% 127
2020
Q4 		$698K Buy
5,775
+248
+4% +$27.5K 0.08% 132
2020
Q3 		$554K Sell
5,527
-801
-13% -$78.8K 0.07% 126
2020
Q2 		$602K Buy
6,328
+641
+11% +$59K 0.08% 117
2020
Q1 		$487K Buy
5,687
+810
+17% +$94.2K 0.09% 109
2019
Q4 		$633K Sell
4,877
-182
-4% -$21.8K 0.1% 104
2019
Q3 		$598K Buy
5,059
+401
+9% +$49.2K 0.11% 104
2019
Q2 		$575K Buy
4,658
+598
+15% +$70.2K 0.12% 97
2019
Q1 		$444K Buy
+4,060
New +$427K 0.11% 100

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clarius Group LLC's AXP Position: Q4 2025 in Review

Clarius Group LLC reduced its American Express (AXP) stake by 25% in Q4 2025, selling an estimated $315K and leaving 2,626 shares worth $971K. The position accounts for 0.06% of the portfolio, ranked #128.

Clarius Group LLC first reported a position in AXP in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.37M in Q1 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Clarius Group LLC held 2,626 shares of American Express worth $971K as of Q4 2025.
  • Clarius Group LLC sold 880 American Express shares in Q4 2025, an estimated $315K.
  • American Express made up 0.06% of Clarius Group LLC's portfolio in Q4 2025, its #128 holding.
  • Clarius Group LLC first reported a position in American Express in Q1 2019 and has held it in 28 quarters since.
  • Clarius Group LLC's American Express position peaked at $1.37M in Q1 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.