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Objective Capital Management’s American Express AXP Stock Holding History

Objective Capital Management’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
-1,551
Closed -$460K – 83
2024
Q4 		$460K Sell
1,551
-185
-11% -$53.2K 0.31% 65
2024
Q3 		$471K Buy
+1,736
New +$432K 0.28% 77
2024
Q1 		$329K Buy
1,443
+23
+2% +$4.77K 0.22% 96
2023
Q4 		$266K Buy
+1,420
New +$229K 0.2% 96

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

Objective Capital Management's AXP Position: Q1 2025 in Review

Objective Capital Management sold out of American Express (AXP) in Q1 2025, closing a stake of 1,551 shares — an estimated $460K sold.

Objective Capital Management first reported a position in AXP in Q4 2023 and held it in 4 quarters. The position peaked at $471K in Q3 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Objective Capital Management reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 1,551 American Express shares in Q1 2025, an estimated $460K.
  • Objective Capital Management first reported a position in American Express in Q4 2023 and held it in 4 quarters.
  • Objective Capital Management's American Express position peaked at $471K in Q3 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.