Crescent Grove Advisors’s American Express AXP Stock Holding History

Crescent Grove Advisors’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	-726	Closed	-$215K	–	267
2024 Q4	$215K	Sell	726 -297	-29%	-$85.3K	0.02%	259
2024 Q3	$277K	Sell	1,023 -409	-29%	-$102K	0.03%	231
2024 Q2	$332K	Buy	1,432 +223	+18%	+$51.6K	0.04%	201
2024 Q1	$275K	Buy	+1,209	New	+$251K	0.03%	252
2023 Q2	–	Sell	-1,666	Closed	-$275K	–	292
2023 Q1	$275K	Buy	+1,666	New	+$276K	0.03%	245
2022 Q2	–	Sell	-1,352	Closed	-$253K	–	263
2022 Q1	$253K	Sell	1,352 -934	-41%	-$169K	0.02%	250
2021 Q4	$374K	Buy	+2,286	New	+$390K	0.04%	205
2021 Q1	–	Sell	-1,667	Closed	-$202K	–	211
2020 Q4	$202K	Buy	+1,667	New	+$185K	0.03%	176

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

Crescent Grove Advisors's AXP Position: Q1 2025 in Review

Crescent Grove Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 726 shares — an estimated $215K sold.

Crescent Grove Advisors first reported a position in AXP in Q4 2020 and held it in 8 quarters. The position peaked at $374K in Q4 2021. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Crescent Grove Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Crescent Grove Advisors sold 726 American Express shares in Q1 2025, an estimated $215K.
Crescent Grove Advisors first reported a position in American Express in Q4 2020 and held it in 8 quarters.
Crescent Grove Advisors's American Express position peaked at $374K in Q4 2021.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Crescent Grove Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.