Oliver Lagore Vanvalin Investment Group’s American Express AXP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$2.22M	Buy	+8,244	New	+$2.32M	0.87%	28
2024 Q4	$2.45M	Hold	8,244	–	–	0.63%	32
2024 Q3	$2.24M	Hold	8,244	–	–	0.6%	28
2024 Q2	$1.91M	Buy	8,244 +7,885	+2,196%	+$1.83M	0.55%	37
2024 Q1	$81.7K	Hold	359	–	–	0.02%	196
2023 Q4	$67.3K	Hold	359	–	–	0.03%	189
2023 Q3	$53.6K	Buy	359 +301	+519%	+$49.2K	0.02%	236
2023 Q2	$10.1K	Sell	58 -35	-38%	-$5.65K	﹤0.01%	461
2023 Q1	$15.3K	Hold	93	–	–	0.01%	322
2022 Q4	$13.7K	Buy	93 +48	+107%	+$7.11K	0.01%	326
2022 Q3	$6K	Buy	45 +35	+350%	+$5.3K	﹤0.01%	402
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	527
2022 Q1	$2K	Buy	+10	New	+$1.81K	﹤0.01%	494

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AXP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in American Express (AXP) in Q2 2025: 8,244 shares worth $2.22M. The stake represents 0.87% of the portfolio and ranks #28 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AXP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.45M in Q4 2024. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 8,244 shares of American Express worth $2.22M as of Q2 2025.
American Express was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
American Express made up 0.87% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #28 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's American Express position peaked at $2.45M in Q4 2024.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.