Conquis Financial’s American Express AXP Stock Holding History

Conquis Financial’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	-18	Closed	-$5.34K	–	78
2024 Q4	$5.34K	Buy	+18	New	+$5.17K	0.01%	109

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Conquis Financial's AXP Position: Q1 2025 in Review

Conquis Financial sold out of American Express (AXP) in Q1 2025, closing a stake of 18 shares — an estimated $5.34K sold.

Conquis Financial first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $5.34K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Conquis Financial reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 18 American Express shares in Q1 2025, an estimated $5.34K.
Conquis Financial first reported a position in American Express in Q4 2024 and held it in 1 quarter.
Conquis Financial's American Express position peaked at $5.34K in Q4 2024.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.