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Sabal Trust’s American Express AXP Stock Holding History

Sabal Trust’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 		$220K Buy
+816
New +$241K 0.01% 222
2016
Q3 		– Sell
-6,690
Closed -$406K – 124
2016
Q2 		$406K Sell
6,690
-2,104
-24% -$133K 0.05% 83
2016
Q1 		$540K Sell
8,794
-1,000
-10% -$58.2K 0.06% 71
2015
Q4 		$681K Buy
+9,794
New +$713K 0.09% 66

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
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

Sabal Trust's AXP Position: Q1 2025 in Review

Sabal Trust opened a new position in American Express (AXP) in Q1 2025: 816 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Sabal Trust previously reported a position in AXP as recently as Q2 2016.

Sabal Trust first reported a position in AXP in Q4 2015 and has held it in 4 quarters since. The position peaked at $681K in Q4 2015. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Sabal Trust held 816 shares of American Express worth $220K as of Q1 2025.
  • American Express was a new Sabal Trust position in Q1 2025.
  • American Express made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #222 holding.
  • Sabal Trust first reported a position in American Express in Q4 2015 and has held it in 4 quarters since.
  • Sabal Trust's American Express position peaked at $681K in Q4 2015.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.