Ravenstone Capital Management’s American Express AXP Stock Holding History

Ravenstone Capital 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
2024 Q2	–	Sell	-200	Closed	-$45.5K	–	35
2024 Q1	$45.5K	Hold	200	–	–	0.03%	25
2023 Q4	$37.5K	Hold	200	–	–	0.03%	25
2023 Q3	$29.8K	Hold	200	–	–	0.02%	25
2023 Q2	$34.8K	Hold	200	–	–	0.03%	26
2023 Q1	$33K	Hold	200	–	–	0.03%	26
2022 Q4	$29.6K	Sell	200 -45	-18%	-$6.67K	0.02%	28
2022 Q3	$33.1K	Hold	245	–	–	0.03%	27
2022 Q2	$34K	Hold	245	–	–	0.03%	28
2022 Q1	$45.8K	Hold	245	–	–	0.03%	28
2021 Q4	$40.1K	Hold	245	–	–	0.03%	32
2021 Q3	$41K	Hold	245	–	–	0.03%	34
2021 Q2	$40.5K	Buy	+245	New	+$38.4K	0.04%	29

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ravenstone Capital Management's AXP Position: Q2 2024 in Review

Ravenstone Capital Management sold out of American Express (AXP) in Q2 2024, closing a stake of 200 shares — an estimated $45.5K sold.

Ravenstone Capital Management first reported a position in AXP in Q2 2021 and held it in 12 quarters. The position peaked at $45.8K in Q1 2022. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Ravenstone Capital Management reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Ravenstone Capital Management sold 200 American Express shares in Q2 2024, an estimated $45.5K.
Ravenstone Capital Management first reported a position in American Express in Q2 2021 and held it in 12 quarters.
Ravenstone Capital Management's American Express position peaked at $45.8K in Q1 2022.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Ravenstone Capital Management's 13F filing for Q2 2024, filed 26 Jun 2026.