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Monterey Private Wealth’s American Express AXP Stock Holding History

Monterey Private 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 		$422K Buy
1,570
+2
+0.1% +$591 0.12% 77
2024
Q4 		$465K Buy
1,568
+517
+49% +$149K 0.15% 67
2024
Q3 		$285K Hold
1,051
– – 0.1% 97
2024
Q2 		$243K Buy
+1,051
New +$243K 0.09% 101

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

Monterey Private Wealth's AXP Position: Q1 2025 in Review

Monterey Private Wealth increased its American Express (AXP) stake by 0.13% in Q1 2025, buying an estimated $591 and bringing the position to 1,570 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #77.

Monterey Private Wealth first reported a position in AXP in Q2 2024 and has held it in 4 quarters since. The position peaked at $465K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Monterey Private Wealth held 1,570 shares of American Express worth $422K as of Q1 2025.
  • Monterey Private Wealth bought 2 American Express shares in Q1 2025, an estimated $591.
  • American Express made up 0.12% of Monterey Private Wealth's portfolio in Q1 2025, its #77 holding.
  • Monterey Private Wealth first reported a position in American Express in Q2 2024 and has held it in 4 quarters since.
  • Monterey Private Wealth's American Express position peaked at $465K in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.