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Safeguard Financial’s American Express AXP Stock Holding History

Safeguard Financial’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 		$264K Sell
982
-134
-12% -$39.6K 0.06% 89
2024
Q4 		$331K Sell
1,116
-193
-15% -$55.4K 0.07% 84
2024
Q3 		$355K Buy
+1,309
New +$326K 0.08% 86

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

Safeguard Financial's AXP Position: Q1 2025 in Review

Safeguard Financial reduced its American Express (AXP) stake by 12% in Q1 2025, selling an estimated $39.6K and leaving 982 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #89.

Safeguard Financial first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. The position peaked at $355K in Q3 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Safeguard Financial held 982 shares of American Express worth $264K as of Q1 2025.
  • Safeguard Financial sold 134 American Express shares in Q1 2025, an estimated $39.6K.
  • American Express made up 0.06% of Safeguard Financial's portfolio in Q1 2025, its #89 holding.
  • Safeguard Financial first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • Safeguard Financial's American Express position peaked at $355K in Q3 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.