Denver PWM’s American Express AXP Stock Holding History

Denver PWM’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	-3	Closed	-$891	–	81
2024 Q4	$891	Buy	+3	New	+$862	﹤0.01%	205

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

Denver PWM's AXP Position: Q1 2025 in Review

Denver PWM sold out of American Express (AXP) in Q1 2025, closing a stake of 3 shares — an estimated $891 sold.

Denver PWM first reported a position in AXP in Q4 2024 and held it in 1 quarter. The position peaked at $891 in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Denver PWM reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 3 American Express shares in Q1 2025, an estimated $891.
Denver PWM first reported a position in American Express in Q4 2024 and held it in 1 quarter.
Denver PWM's American Express position peaked at $891 in Q4 2024.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.