Nottingham Advisors’s American Express AXP Stock Holding History

Nottingham 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	-1,742	Closed	-$517K	–	119
2024 Q4	$517K	Sell	1,742 -23	-1%	-$6.61K	0.07%	89
2024 Q3	$479K	Hold	1,765	–	–	0.05%	103
2024 Q2	$409K	Hold	1,765	–	–	0.05%	109
2024 Q1	$402K	Hold	1,765	–	–	0.05%	101
2023 Q4	$331K	Hold	1,765	–	–	0.05%	106
2023 Q3	$263K	Hold	1,765	–	–	0.04%	108
2023 Q2	$307K	Sell	1,765 -100	-5%	-$16.1K	0.04%	105
2023 Q1	$308K	Hold	1,865	–	–	0.04%	112
2022 Q4	$276K	Buy	1,865 +23	+1%	+$3.41K	0.04%	117
2022 Q3	$249K	Hold	1,842	–	–	0.04%	112
2022 Q2	$255K	Hold	1,842	–	–	0.03%	111
2022 Q1	$344K	Hold	1,842	–	–	0.04%	104
2021 Q4	$301K	Hold	1,842	–	–	0.03%	117
2021 Q3	$309K	Hold	1,842	–	–	0.03%	112
2021 Q2	$304K	Hold	1,842	–	–	0.03%	114
2021 Q1	$261K	Hold	1,842	–	–	0.03%	125
2020 Q4	$223K	Buy	+1,842	New	+$204K	0.03%	130
2019 Q2	–	Sell	-2,200	Closed	-$240K	–	110
2019 Q1	$240K	Sell	2,200 -788	-26%	-$82.8K	0.03%	99
2018 Q4	$318K	Hold	2,988	–	–	0.05%	83
2018 Q3	$318K	Sell	2,988 -417	-12%	-$43.4K	0.05%	80
2018 Q2	$318K	Hold	3,405	–	–	0.05%	76
2018 Q1	$318K	Sell	3,405 -23	-0.7%	-$2.23K	0.05%	68
2017 Q4	$340K	Buy	3,428 +23	+0.7%	+$2.19K	0.05%	86
2017 Q3	$308K	Hold	3,405	–	–	0.04%	87
2017 Q2	$287K	Sell	3,405 -150	-4%	-$11.9K	0.04%	91
2017 Q1	$281K	Hold	3,555	–	–	0.04%	89
2016 Q4	$263K	Hold	3,555	–	–	0.05%	95
2016 Q3	$228K	Buy	+3,555	New	+$228K	0.04%	100

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

Nottingham Advisors's AXP Position: Q1 2025 in Review

Nottingham Advisors sold out of American Express (AXP) in Q1 2025, closing a stake of 1,742 shares — an estimated $517K sold.

Nottingham Advisors first reported a position in AXP in Q3 2016 and held it in 28 quarters. The position peaked at $517K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Nottingham Advisors reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Nottingham Advisors sold 1,742 American Express shares in Q1 2025, an estimated $517K.
Nottingham Advisors first reported a position in American Express in Q3 2016 and held it in 28 quarters.
Nottingham Advisors's American Express position peaked at $517K in Q4 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Nottingham Advisors's 13F filing for Q1 2025, filed 7 May 2025.