Stonehage Fleming Financial Services’s American Express AXP Stock Holding History

Stonehage Fleming Financial Services’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	–	Sell	-700	Closed	-$208K	–	201
2024 Q4	$208K	Buy	+700	New	+$201K	0.01%	133
2023 Q3	–	Sell	-1,727	Closed	-$301K	–	249
2023 Q2	$301K	Buy	+1,727	New	+$279K	0.01%	124
2022 Q3	–	Sell	-1,727	Closed	-$239K	–	200
2022 Q2	$239K	Hold	1,727	–	–	0.01%	139
2022 Q1	$322K	Hold	1,727	–	–	0.01%	133
2021 Q4	$282K	Hold	1,727	–	–	0.01%	144
2021 Q3	$289K	Sell	1,727 -1,000	-37%	-$167K	0.01%	141
2021 Q2	$450K	Hold	2,727	–	–	0.01%	115
2021 Q1	$385K	Hold	2,727	–	–	0.01%	123
2020 Q4	$330K	Hold	2,727	–	–	0.01%	126
2020 Q3	$273K	Buy	2,727 +1,727	+173%	+$170K	0.01%	119
2020 Q2	$95K	Hold	1,000	–	–	0.01%	116
2020 Q1	$86K	Hold	1,000	–	–	﹤0.01%	146
2019 Q4	$124K	Hold	1,000	–	–	0.01%	144
2019 Q3	$118K	Hold	1,000	–	–	0.01%	140
2019 Q2	$123K	Hold	1,000	–	–	0.01%	132
2019 Q1	$109	Hold	1,000	–	–	0.01%	150
2018 Q4	$95K	Hold	1,000	–	–	0.01%	187
2018 Q3	$106K	Hold	1,000	–	–	0.01%	186
2018 Q2	$98K	Hold	1,000	–	–	﹤0.01%	191
2018 Q1	$93K	Hold	1,000	–	–	0.01%	183
2017 Q4	$113K	Hold	1,000	–	–	0.01%	191
2017 Q3	$113K	Sell	1,000 -11,933	-92%	-$1.03M	0.01%	198
2017 Q2	$1.46M	Buy	12,933 +11,933	+1,193%	+$944K	0.09%	61
2017 Q1	$79K	Hold	1,000	–	–	0.01%	238
2016 Q4	$64K	Hold	1,000	–	–	﹤0.01%	250
2016 Q3	$64K	Hold	1,000	–	–	﹤0.01%	256
2016 Q2	$61K	Hold	1,000	–	–	﹤0.01%	240
2016 Q1	$113K	Buy	+1,000	New	+$58.2K	0.01%	247

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

Stonehage Fleming Financial Services's AXP Position: Q1 2025 in Review

Stonehage Fleming Financial Services sold out of American Express (AXP) in Q1 2025, closing a stake of 700 shares — an estimated $208K sold.

Stonehage Fleming Financial Services first reported a position in AXP in Q1 2016 and held it in 28 quarters. The position peaked at $1.46M in Q2 2017. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Stonehage Fleming Financial Services reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Stonehage Fleming Financial Services sold 700 American Express shares in Q1 2025, an estimated $208K.
Stonehage Fleming Financial Services first reported a position in American Express in Q1 2016 and held it in 28 quarters.
Stonehage Fleming Financial Services's American Express position peaked at $1.46M in Q2 2017.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2025, filed 14 May 2025.