MIS
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Morningstar Investment Services’s American Express AXP Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-25,321
Closed -$6.86M – 162
2024
Q3 		$6.86M Buy
25,321
+344
+1% +$85.7K 0.07% 137
2024
Q2 		$5.71M Sell
24,977
-97
-0.4% -$22.5K 0.06% 138
2024
Q1 		$5.71M Sell
25,074
-53,551
-68% -$11.1M 0.06% 135
2023
Q4 		$14.8M Buy
78,625
+38,729
+97% +$6.23M 0.08% 130
2023
Q3 		$5.99M Buy
39,896
+540
+1% +$88.3K 0.08% 131
2023
Q2 		$6.75M Sell
39,356
-193
-0.5% -$31.1K 0.09% 130
2023
Q1 		$6.44M Sell
39,549
-58,839
-60% -$9.76M 0.09% 130
2022
Q4 		$14.7M Sell
98,388
-799
-0.8% -$118K 0.2% 103
2022
Q3 		$14.6M Buy
99,187
+2,038
+2% +$308K 0.21% 102
2022
Q2 		$13.6M Buy
97,149
+3,525
+4% +$582K 0.18% 101
2022
Q1 		$17.8M Sell
93,624
-57,896
-38% -$10.5M 0.2% 100
2021
Q4 		$24.8M Buy
151,520
+1,699
+1% +$290K 0.28% 85
2021
Q3 		$25.7M Buy
149,821
+1,010
+0.7% +$169K 0.3% 84
2021
Q2 		$24.4M Buy
148,811
+2,250
+2% +$352K 0.29% 86
2021
Q1 		$21M Sell
146,561
-3,816
-3% -$504K 0.27% 95
2020
Q4 		$18.2M Sell
150,377
-7,188
-5% -$796K 0.25% 96
2020
Q3 		$15.4M Sell
157,565
-5,295
-3% -$521K 0.24% 95
2020
Q2 		$15.4M Sell
162,860
-6,738
-4% -$620K 0.25% 95
2020
Q1 		$15.3M Sell
169,598
-3,593
-2% -$418K 0.28% 90
2019
Q4 		$21.6M Sell
173,191
-3,430
-2% -$410K 0.34% 87
2019
Q3 		$20.9M Sell
176,621
-143,420
-45% -$17.6M 0.35% 82
2019
Q2 		$39.5M Sell
320,041
-11,347
-3% -$1.33M 0.65% 42
2019
Q1 		$36.2M Sell
331,388
-11,111
-3% -$1.17M 0.62% 50
2018
Q4 		$32.6M Sell
342,499
-20,104
-6% -$2.1M 0.64% 53
2018
Q3 		$38.6M Sell
362,603
-17,508
-5% -$1.82M 0.7% 45
2018
Q2 		$37.3M Sell
380,111
-10,582
-3% -$1.04M 0.7% 48
2018
Q1 		$36.4M Buy
390,693
+24,657
+7% +$2.39M 0.71% 53
2017
Q4 		$36.4M Buy
366,036
+12,693
+4% +$1.21M 0.73% 52
2017
Q3 		$32M Buy
353,343
+23,161
+7% +$1.99M 0.7% 54
2017
Q2 		$27.8M Buy
330,182
+38,782
+13% +$3.07M 0.64% 63
2017
Q1 		$23.1M Buy
291,400
+23,363
+9% +$1.83M 0.58% 66
2016
Q4 		$19.9M Sell
268,037
-11,831
-4% -$819K 0.65% 57
2016
Q3 		$17.9M Buy
279,868
+11,369
+4% +$730K 0.52% 66
2016
Q2 		$16.3M Buy
268,499
+21,775
+9% +$1.38M 0.51% 61
2016
Q1 		$15.1M Sell
246,724
-26,026
-10% -$1.51M 0.52% 63
2015
Q4 		$19M Buy
272,750
+109,762
+67% +$7.99M 0.75% 42
2015
Q3 		$12.1M Buy
162,988
+43,175
+36% +$3.32M 0.51% 62
2015
Q2 		$9.31M Buy
119,813
+54,688
+84% +$4.34M 0.4% 77
2015
Q1 		$5.09M Buy
65,125
+12,452
+24% +$1.03M 0.22% 98
2014
Q4 		$4.9M Buy
52,673
+7,521
+17% +$674K 0.23% 95
2014
Q3 		$3.95M Buy
45,152
+4,169
+10% +$375K 0.2% 102
2014
Q2 		$3.89M Buy
40,983
+6,368
+18% +$574K 0.23% 96
2014
Q1 		$3.12M Buy
34,615
+397
+1% +$35.5K 0.21% 100
2013
Q4 		$3.1M Buy
34,218
+4,640
+16% +$381K 0.23% 94
2013
Q3 		$2.21M Buy
29,578
+6,368
+27% +$479K 0.19% 103
2013
Q2 		$1.74M Buy
+23,210
New +$1.65M 0.18% 97

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

Morningstar Investment Services's AXP Position: Q4 2024 in Review

Morningstar Investment Services sold out of American Express (AXP) in Q4 2024, closing a stake of 25,321 shares — an estimated $6.86M sold.

Morningstar Investment Services first reported a position in AXP in Q2 2013 and held it in 46 quarters. The position peaked at $39.5M in Q2 2019. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Morningstar Investment Services reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,321 American Express shares in Q4 2024, an estimated $6.86M.
  • Morningstar Investment Services first reported a position in American Express in Q2 2013 and held it in 46 quarters.
  • Morningstar Investment Services's American Express position peaked at $39.5M in Q2 2019.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.