R Squared’s American Express AXP Stock Holding History

R Squared’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	-1,890	Closed	-$509K	–	473
2025 Q1	$509K	Buy	+1,890	New	+$559K	0.54%	49

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

R Squared's AXP Position: Q2 2025 in Review

R Squared sold out of American Express (AXP) in Q2 2025, closing a stake of 1,890 shares — an estimated $509K sold.

R Squared first reported a position in AXP in Q1 2025 and held it in 1 quarter. The position peaked at $509K in Q1 2025. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

R Squared reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
R Squared sold 1,890 American Express shares in Q2 2025, an estimated $509K.
R Squared first reported a position in American Express in Q1 2025 and held it in 1 quarter.
R Squared's American Express position peaked at $509K in Q1 2025.
2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.