Forte Capital’s American Express AXP Stock Holding History

Forte 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 Q2	$1.39M	Buy	4,354 +388	+10%	+$109K	0.15%	103
2025 Q1	$1.07M	Buy	3,966 +177	+5%	+$52.3K	0.13%	110
2024 Q4	$1.12M	Sell	3,789 -125	-3%	-$35.9K	0.13%	107
2024 Q3	$1.06M	Buy	3,914 +2,011	+106%	+$501K	0.12%	113
2024 Q2	$441K	Sell	1,903 -368	-16%	-$85.2K	0.05%	168
2024 Q1	$517K	Sell	2,271 -34	-1%	-$7.05K	0.06%	158
2023 Q4	$432K	Buy	2,305 +492	+27%	+$79.2K	0.06%	159
2023 Q3	$270K	Buy	1,813 +337	+23%	+$55.1K	0.04%	182
2023 Q2	$257K	Sell	1,476 -215	-13%	-$34.7K	0.04%	190
2023 Q1	$279K	Buy	1,691 +128	+8%	+$21.2K	0.04%	182
2022 Q4	$231K	Buy	1,563 +48	+3%	+$7.11K	0.04%	186
2022 Q3	$204K	Hold	1,515	–	–	0.04%	185
2022 Q2	$210K	Buy	1,515 +253	+20%	+$41.8K	0.04%	192
2022 Q1	$206K	Hold	1,262	–	–	0.03%	221
2021 Q4	$206K	Buy	+1,262	New	+$215K	0.03%	221
2015 Q1	–	Sell	-2,531	Closed	-$235K	–	154
2014 Q4	$235K	Hold	2,531	–	–	0.1%	142
2014 Q3	$222K	Buy	+2,531	New	+$228K	0.1%	150

Other funds holding AXP

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

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 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

Fisher Asset Management

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

Fidelity Investments

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