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Schechter Investment Advisors’s American Express AXP Stock Holding History

Schechter Investment Advisors’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 		$3.28M Sell
12,183
-1,836
-13% -$543K 0.27% 75
2024
Q4 		$4.16M Sell
14,019
-470
-3% -$135K 0.32% 65
2024
Q3 		$3.93M Sell
14,489
-465
-3% -$116K 0.29% 67
2024
Q2 		$3.46M Buy
14,954
+340
+2% +$78.7K 0.26% 68
2024
Q1 		$3.33M Buy
14,614
+2,392
+20% +$496K 0.25% 72
2023
Q4 		$2.29M Buy
12,222
+389
+3% +$62.6K 0.2% 93
2023
Q3 		$1.77M Buy
11,833
+1,552
+15% +$254K 0.17% 120
2023
Q2 		$1.79M Sell
10,281
-320
-3% -$51.6K 0.16% 130
2023
Q1 		$1.75M Buy
10,601
+142
+1% +$23.6K 0.16% 132
2022
Q4 		$1.55M Buy
10,459
+1,437
+16% +$213K 0.14% 172
2022
Q3 		$1.22M Sell
9,022
-1,150
-11% -$174K 0.12% 218
2022
Q2 		$1.41M Sell
10,172
-628
-6% -$104K 0.14% 174
2022
Q1 		$2.02M Buy
10,800
+413
+4% +$74.6K 0.19% 103
2021
Q4 		$1.7M Buy
+10,387
New +$1.77M 0.15% 152

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

Schechter Investment Advisors's AXP Position: Q1 2025 in Review

Schechter Investment Advisors reduced its American Express (AXP) stake by 13% in Q1 2025, selling an estimated $543K and leaving 12,183 shares worth $3.28M. The position accounts for 0.27% of the portfolio, ranked #75.

Schechter Investment Advisors first reported a position in AXP in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.16M in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Schechter Investment Advisors held 12,183 shares of American Express worth $3.28M as of Q1 2025.
  • Schechter Investment Advisors sold 1,836 American Express shares in Q1 2025, an estimated $543K.
  • American Express made up 0.27% of Schechter Investment Advisors's portfolio in Q1 2025, its #75 holding.
  • Schechter Investment Advisors first reported a position in American Express in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's American Express position peaked at $4.16M in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.