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Ramirez Asset Management’s American Express AXP Stock Holding History

Ramirez Asset 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
2026
Q1 		$1.56M Sell
5,172
-27
-0.5% -$9.05K 0.19% 115
2025
Q4 		$1.92M Hold
5,199
– – 0.25% 112
2025
Q3 		$1.73M Sell
5,199
-9
-0.2% -$2.86K 0.24% 117
2025
Q2 		$1.66M Hold
5,208
– – 0.25% 108
2025
Q1 		$1.4M Sell
5,208
-12
-0.2% -$3.55K 0.29% 98
2024
Q4 		$1.55M Hold
5,220
– – 0.31% 95
2024
Q3 		$1.42M Sell
5,220
-9
-0.2% -$2.24K 0.27% 103
2024
Q2 		$1.21M Hold
5,229
– – 0.25% 113
2024
Q1 		$1.19M Sell
5,229
-375
-7% -$77.8K 0.24% 117
2023
Q4 		$1.05M Hold
5,604
– – 0.21% 127
2023
Q3 		$836K Buy
+5,604
New +$917K 0.18% 138

Other funds holding AXP

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM