Holocene Advisors
AXP icon

Holocene Advisors’s American Express AXP Stock Holding History

Holocene 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
Q3 		– Sell
-10,686
Closed -$3.41M – 748
2025
Q2 		$3.41M Sell
10,686
-11,427
-52% -$3.22M 0.01% 471
2025
Q1 		$5.95M Sell
22,113
-212,762
-91% -$62.9M 0.02% 342
2024
Q4 		$69.7M Buy
234,875
+32,170
+16% +$9.24M 0.22% 134
2024
Q3 		$55M Buy
202,705
+159,694
+371% +$39.8M 0.22% 133
2024
Q2 		$9.96M Sell
43,011
-20,783
-33% -$4.81M 0.04% 247
2024
Q1 		$14.5M Sell
63,794
-1,154,919
-95% -$239M 0.05% 239
2023
Q4 		$228M Sell
1,218,713
-172,635
-12% -$27.8M 0.89% 25
2023
Q3 		$208M Buy
1,391,348
+1,039,843
+296% +$170M 0.91% 18
2023
Q2 		$61.2M Buy
351,505
+210,054
+148% +$33.9M 0.26% 116
2023
Q1 		$23.3M Sell
141,451
-755,703
-84% -$125M 0.11% 187
2022
Q4 		$133M Buy
897,154
+718,984
+404% +$107M 0.81% 38
2022
Q3 		$24M Sell
178,170
-454,478
-72% -$68.8M 0.15% 170
2022
Q2 		$87.7M Buy
+632,648
New +$104M 0.53% 59
2022
Q1 		– Sell
-199,002
Closed -$32.6M – 875
2021
Q4 		$32.6M Sell
199,002
-121,817
-38% -$20.8M 0.17% 157
2021
Q3 		$53.7M Sell
320,819
-572,434
-64% -$95.7M 0.29% 108
2021
Q2 		$148M Buy
+893,253
New +$140M 0.83% 22
2020
Q1 		– Sell
-166,436
Closed -$20.7M – 670
2019
Q4 		$20.7M Buy
+166,436
New +$19.9M 0.19% 129

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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Holocene Advisors's AXP Position: Q3 2025 in Review

Holocene Advisors sold out of American Express (AXP) in Q3 2025, closing a stake of 10,686 shares — an estimated $3.41M sold.

Holocene Advisors first reported a position in AXP in Q4 2019 and held it in 17 quarters. The position peaked at $228M in Q4 2023. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Holocene Advisors reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Holocene Advisors sold 10,686 American Express shares in Q3 2025, an estimated $3.41M.
  • Holocene Advisors first reported a position in American Express in Q4 2019 and held it in 17 quarters.
  • Holocene Advisors's American Express position peaked at $228M in Q4 2023.
  • 2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Holocene Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.