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Marcum Wealth’s American Express AXP Stock Holding History

Marcum Wealth’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 		$1.14M Buy
4,233
+173
+4% +$51.1K 0.1% 105
2024
Q4 		$1.2M Buy
4,060
+313
+8% +$89.9K 0.1% 95
2024
Q3 		$1.02M Buy
3,747
+982
+36% +$245K 0.09% 109
2024
Q2 		$640K Sell
2,765
-83
-3% -$19.2K 0.06% 155
2024
Q1 		$649K Buy
2,848
+182
+7% +$37.7K 0.07% 151
2023
Q4 		$499K Sell
2,666
-127
-5% -$20.4K 0.05% 184
2023
Q3 		$417K Sell
2,793
-52
-2% -$8.51K 0.05% 197
2023
Q2 		$496K Buy
2,845
+40
+1% +$6.45K 0.06% 175
2023
Q1 		$463K Buy
2,805
+46
+2% +$7.63K 0.06% 189
2022
Q4 		$408K Buy
2,759
+12
+0.4% +$1.78K 0.05% 193
2022
Q3 		$371K Sell
2,747
-1,290
-32% -$195K 0.06% 201
2022
Q2 		$560K Buy
4,037
+1,735
+75% +$287K 0.08% 143
2022
Q1 		$430K Buy
2,302
+25
+1% +$4.51K 0.06% 185
2021
Q4 		$372K Buy
2,277
+326
+17% +$55.6K 0.05% 209
2021
Q3 		$327K Buy
+1,951
New +$326K 0.05% 222
2021
Q2 		– Sell
-1,529
Closed -$216K – 344
2021
Q1 		$216K Buy
+1,529
New +$202K 0.04% 270

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marcum Wealth's AXP Position: Q1 2025 in Review

Marcum Wealth increased its American Express (AXP) stake by 4.3% in Q1 2025, buying an estimated $51.1K and bringing the position to 4,233 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #105.

Marcum Wealth first reported a position in AXP in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.2M in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Marcum Wealth held 4,233 shares of American Express worth $1.14M as of Q1 2025.
  • Marcum Wealth bought 173 American Express shares in Q1 2025, an estimated $51.1K.
  • American Express made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #105 holding.
  • Marcum Wealth first reported a position in American Express in Q1 2021 and has held it in 16 quarters since.
  • Marcum Wealth's American Express position peaked at $1.2M in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.