CJL
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Cyrus J. Lawrence’s American Express AXP Stock Holding History

Cyrus J. Lawrence’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
-754
Closed -$223K – 58
2024
Q4 		$223K Buy
754
+25
+3% +$7.18K 0.04% 66
2024
Q3 		$197K Hold
729
– – 0.04% 70
2024
Q2 		$166K Hold
729
– – 0.03% 70
2024
Q1 		$165K Buy
+729
New +$151K 0.04% 73
2023
Q3 		$106K Hold
711
– – 0.03% 75
2023
Q2 		$123 Hold
711
– – 0.03% 75
2023
Q1 		$117K Hold
711
– – 0.03% 77
2022
Q4 		$105K Buy
+711
New +$105K 0.03% 79
2022
Q3 		– Sell
-711
Closed -$98K – 196
2022
Q2 		$98K Hold
711
– – 0.03% 106
2022
Q1 		$133K Buy
+711
New +$128K 0.03% 99

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 $5.7T 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 $1.47T 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