SA
AXP icon

SRN Advisors’s American Express AXP Stock Holding History

SRN 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
Q2 		$563K Sell
1,764
-1,186
-40% -$334K 0.51% 85
2025
Q1 		$794K Sell
2,950
-1,340
-31% -$396K 0.89% 52
2024
Q4 		$1.27M Buy
4,290
+1,300
+43% +$373K 1.13% 28
2024
Q3 		$811K Sell
2,990
-1,156
-28% -$288K 0.72% 74
2024
Q2 		$960K Sell
4,146
-2,390
-37% -$554K 0.8% 56
2024
Q1 		$1.49M Sell
6,536
-108
-2% -$22.4K 1.16% 33
2023
Q4 		$1.24M Buy
6,644
+138
+2% +$22.2K 1.12% 35
2023
Q3 		$971K Sell
6,506
-400
-6% -$65.4K 0.96% 42
2023
Q2 		$1.2M Sell
6,906
-650
-9% -$105K 1.07% 39
2023
Q1 		$1.23M Sell
7,556
-2,067
-21% -$343K 1.12% 37
2022
Q4 		$1.42M Sell
9,623
-2,360
-20% -$350K 1.41% 23
2022
Q3 		$1.62M Sell
11,983
-252
-2% -$38.1K 1.35% 24
2022
Q2 		$1.7M Sell
12,235
-8,773
-42% -$1.45M 1.18% 25
2022
Q1 		$3.93M Sell
21,008
-3,912
-16% -$706K 1.73% 10
2021
Q4 		$4.08M Sell
24,920
-1,612
-6% -$275K 1.46% 27
2021
Q3 		$4.44M Buy
26,532
+2,889
+12% +$483K 2.06% 24
2021
Q2 		$3.9M Sell
23,643
-677
-3% -$106K 1.33% 39
2021
Q1 		$3.44M Buy
24,320
+2,985
+14% +$394K 1.23% 44
2020
Q4 		$2.55M Buy
+21,335
New +$2.36M 1.25% 30

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRN Advisors's AXP Position: Q2 2025 in Review

SRN Advisors reduced its American Express (AXP) stake by 40% in Q2 2025, selling an estimated $334K and leaving 1,764 shares worth $563K. The position accounts for 0.51% of the portfolio, ranked #85.

SRN Advisors first reported a position in AXP in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.44M in Q3 2021. 2,709 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

  • SRN Advisors held 1,764 shares of American Express worth $563K as of Q2 2025.
  • SRN Advisors sold 1,186 American Express shares in Q2 2025, an estimated $334K.
  • American Express made up 0.51% of SRN Advisors's portfolio in Q2 2025, its #85 holding.
  • SRN Advisors first reported a position in American Express in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's American Express position peaked at $4.44M in Q3 2021.
  • 2,709 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.