Stamos Capital Partners’s American Express AXP Stock Holding History

Stamos Capital Partners’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 Q4	–	Sell	-960	Closed	-$260K	–	127
2024 Q3	$260K	Sell	960 -3,540	-79%	-$881K	0.06%	121
2024 Q2	$1.04M	Buy	+4,500	New	+$1.04M	0.22%	101
2023 Q3	–	Sell	-11,410	Closed	-$1.99M	–	110
2023 Q2	$1.99M	Sell	11,410 -1,050	-8%	-$169K	0.46%	66
2023 Q1	$2.06M	Buy	12,460 +5,660	+83%	+$939K	0.53%	60
2022 Q4	$1M	Sell	6,800 -26,010	-79%	-$3.85M	0.32%	69
2022 Q3	$4.43M	Buy	32,810 +24,920	+316%	+$3.77M	1.13%	29
2022 Q2	$1.09M	Buy	7,890 +3,390	+75%	+$560K	0.33%	60
2022 Q1	$842K	Buy	+4,500	New	+$813K	0.28%	72
2020 Q2	–	Sell	-7,944	Closed	-$680K	–	58
2020 Q1	$680K	Buy	+7,944	New	+$924K	0.36%	69

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Stamos Capital Partners's AXP Position: Q4 2024 in Review

Stamos Capital Partners sold out of American Express (AXP) in Q4 2024, closing a stake of 960 shares — an estimated $260K sold.

Stamos Capital Partners first reported a position in AXP in Q1 2020 and held it in 9 quarters. The position peaked at $4.43M in Q3 2022. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Stamos Capital Partners reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
Stamos Capital Partners sold 960 American Express shares in Q4 2024, an estimated $260K.
Stamos Capital Partners first reported a position in American Express in Q1 2020 and held it in 9 quarters.
Stamos Capital Partners's American Express position peaked at $4.43M in Q3 2022.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Stamos Capital Partners's 13F filing for Q4 2024, filed 13 Feb 2025.