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USA Financial Formulas’s American Express AXP Stock Holding History

USA Financial Formulas’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
-53
Closed -$15.7K – 283
2024
Q4 		$15.7K Sell
53
-6,507
-99% -$1.87M ﹤0.01% 279
2024
Q3 		$1.78M Buy
6,560
+134
+2% +$33.4K 0.28% 18
2024
Q2 		$1.49M Buy
6,426
+4,408
+218% +$1.02M 0.24% 29
2024
Q1 		$459K Buy
+2,018
New +$418K 0.07% 106
2022
Q2 		– Sell
-5,328
Closed -$996K – 336
2022
Q1 		$996K Buy
5,328
+5,325
+177,500% +$962K 1.07% 33
2021
Q4 		$0 Sell
3
-5,542
-100% -$945K ﹤0.01% 376
2021
Q3 		$929K Sell
5,545
-290
-5% -$48.5K 0.83% 60
2021
Q2 		$964K Sell
5,835
-3,460
-37% -$542K 0.81% 57
2021
Q1 		$1.31M Buy
+9,295
New +$1.23M 1.07% 21
2019
Q4 		– Sell
-30,320
Closed -$3.59M – 230
2019
Q3 		$3.59M Buy
+30,320
New +$3.72M 1.39% 11
2019
Q1 		– Sell
-45,169
Closed -$4.81M – 139
2018
Q4 		$4.81M Buy
+45,169
New +$4.73M 1.2% 24
2018
Q1 		– Sell
-25,188
Closed -$2.5M – 314
2017
Q4 		$2.5M Buy
+25,188
New +$2.4M 0.59% 72

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

USA Financial Formulas's AXP Position: Q1 2025 in Review

USA Financial Formulas sold out of American Express (AXP) in Q1 2025, closing a stake of 53 shares — an estimated $15.7K sold.

USA Financial Formulas first reported a position in AXP in Q4 2017 and held it in 12 quarters. The position peaked at $4.81M in Q4 2018. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • USA Financial Formulas reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 53 American Express shares in Q1 2025, an estimated $15.7K.
  • USA Financial Formulas first reported a position in American Express in Q4 2017 and held it in 12 quarters.
  • USA Financial Formulas's American Express position peaked at $4.81M in Q4 2018.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.