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Optimas Capital’s American Express AXP Stock Holding History

Optimas Capital’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 		– Sell
-13,500
Closed -$3.63M – 20
2025
Q1 		$3.63M Sell
13,500
-700
-5% -$207K 6.17% 6
2024
Q4 		$4.21M Sell
14,200
-4,900
-26% -$1.41M 5.68% 6
2024
Q3 		$5.18M Buy
19,100
+7,100
+59% +$1.77M 4.91% 8
2024
Q2 		$2.55M Hold
12,000
– – 2.9% 12
2024
Q1 		$2.73M Sell
12,000
-7,200
-38% -$1.49M 2.39% 18
2023
Q4 		$3.6M Buy
+19,200
New +$3.09M 3.39% 10
2023
Q2 		– Sell
-18,100
Closed -$2.99M – 28
2023
Q1 		$2.99M Sell
18,100
-23,792
-57% -$3.95M 2.5% 17
2022
Q4 		$6.19M Sell
41,892
-2,356
-5% -$349K 6.06% 6
2022
Q3 		$5.97M Buy
+44,248
New +$6.7M 5.03% 7

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimas Capital's AXP Position: Q2 2025 in Review

Optimas Capital sold out of American Express (AXP) in Q2 2025, closing a stake of 13,500 shares — an estimated $3.63M sold.

Optimas Capital first reported a position in AXP in Q3 2022 and held it in 9 quarters. The position peaked at $6.19M in Q4 2022. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • Optimas Capital reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
  • Optimas Capital sold 13,500 American Express shares in Q2 2025, an estimated $3.63M.
  • Optimas Capital first reported a position in American Express in Q3 2022 and held it in 9 quarters.
  • Optimas Capital's American Express position peaked at $6.19M in Q4 2022.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on Optimas Capital's 13F filing for Q2 2025, filed 13 Aug 2025.