Elequin Capital’s American Express AXP Stock Holding History

Elequin Capital’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 Q3	–	Sell	-165	Closed	-$52.6K	–	161
2025 Q2	$52.6K	Buy	+165	New	+$46.4K	0.01%	257
2024 Q3	–	Sell	-38	Closed	-$8.8K	–	388
2024 Q2	$8.8K	Buy	+38	New	+$8.8K	﹤0.01%	143
2023 Q1	–	Sell	-168	Closed	-$24.8K	–	329
2022 Q4	$24.8K	Buy	+168	New	+$24.9K	0.01%	373

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

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

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

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

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

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

Elequin Capital's AXP Position: Q3 2025 in Review

Elequin Capital sold out of American Express (AXP) in Q3 2025, closing a stake of 165 shares — an estimated $52.6K sold.

Elequin Capital first reported a position in AXP in Q4 2022 and held it in 3 quarters. The position peaked at $52.6K in Q2 2025. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Elequin Capital reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
Elequin Capital sold 165 American Express shares in Q3 2025, an estimated $52.6K.
Elequin Capital first reported a position in American Express in Q4 2022 and held it in 3 quarters.
Elequin Capital's American Express position peaked at $52.6K in Q2 2025.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Elequin Capital's 13F filing for Q3 2025, filed 14 Nov 2025.