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Orion Portfolio Solutions’s American Express AXP Stock Holding History

Orion Portfolio Solutions’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 		$16.8M Sell
62,450
-5,067
-8% -$1.5M 0.16% 115
2024
Q4 		$20M Sell
67,517
-10,796
-14% -$3.1M 0.2% 97
2024
Q3 		$21.2M Sell
78,313
-7,428
-9% -$1.85M 0.21% 91
2024
Q2 		$19.9M Sell
85,741
-9,809
-10% -$2.27M 0.21% 94
2024
Q1 		$21.8M Sell
95,550
-5,790
-6% -$1.2M 0.23% 82
2023
Q4 		$19.2M Sell
101,340
-4,908
-5% -$790K 0.22% 92
2023
Q3 		$15.9M Sell
106,248
-4,936
-4% -$807K 0.19% 115
2023
Q2 		$19.4M Sell
111,184
-5,032
-4% -$812K 0.21% 86
2023
Q1 		$19.2M Buy
116,216
+110,919
+2,094% +$18.4M 0.24% 82
2022
Q4 		$783K Buy
5,297
+1,550
+41% +$230K 0.03% 376
2022
Q3 		$506K Sell
3,747
-212
-5% -$32.1K 0.02% 417
2022
Q2 		$549K Sell
3,959
-1,607
-29% -$265K 0.02% 372
2022
Q1 		$1.04M Buy
5,566
+65
+1% +$11.7K 0.04% 259
2021
Q4 		$900K Buy
5,501
+207
+4% +$35.3K 0.03% 297
2021
Q3 		$887K Sell
5,294
-1,755
-25% -$293K 0.03% 272
2021
Q2 		$1.17M Buy
7,049
+1,857
+36% +$291K 0.05% 208
2021
Q1 		$734K Buy
5,192
+75
+1% +$9.91K 0.03% 247
2020
Q4 		$619K Sell
5,117
-152
-3% -$16.8K 0.03% 262
2020
Q3 		$528K Sell
5,269
-28
-0.5% -$2.75K 0.03% 255
2020
Q2 		$504K Buy
5,297
+251
+5% +$23.1K 0.03% 240
2020
Q1 		$432K Buy
5,046
+210
+4% +$24.4K 0.03% 215
2019
Q4 		$602K Buy
+4,836
New +$578K 0.05% 185

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Orion Portfolio Solutions's AXP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its American Express (AXP) stake by 7.5% in Q1 2025, selling an estimated $1.5M and leaving 62,450 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #115.

Orion Portfolio Solutions first reported a position in AXP in Q4 2019 and has held it in 22 quarters since. The position peaked at $21.8M in Q1 2024. 2,625 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Orion Portfolio Solutions held 62,450 shares of American Express worth $16.8M as of Q1 2025.
  • Orion Portfolio Solutions sold 5,067 American Express shares in Q1 2025, an estimated $1.5M.
  • American Express made up 0.16% of Orion Portfolio Solutions's portfolio in Q1 2025, its #115 holding.
  • Orion Portfolio Solutions first reported a position in American Express in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's American Express position peaked at $21.8M in Q1 2024.
  • 2,625 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.