Fortis Group Advisors’s American Express AXP Stock Holding History

Fortis Group 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	-8,436	Closed	-$2.5M	–	500
2024 Q4	$2.5M	Sell	8,436 -3,890	-32%	-$1.12M	0.47%	55
2024 Q3	$3.34M	Sell	12,326 -739	-6%	-$184K	0.62%	50
2024 Q2	$3.03M	Buy	+13,065	New	+$3.03M	0.6%	47

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

Fortis Group Advisors's AXP Position: Q1 2025 in Review

Fortis Group Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 8,436 shares — an estimated $2.5M sold.

Fortis Group Advisors first reported a position in AXP in Q2 2024 and held it in 3 quarters. The position peaked at $3.34M in Q3 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Fortis Group Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Fortis Group Advisors sold 8,436 American Express shares in Q1 2025, an estimated $2.5M.
Fortis Group Advisors first reported a position in American Express in Q2 2024 and held it in 3 quarters.
Fortis Group Advisors's American Express position peaked at $3.34M in Q3 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.