Van Hulzen Asset Management’s American Express AXP Stock Holding History

Van Hulzen Asset Management’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	-670	Closed	-$199K	–	366
2024 Q4	$199K	Buy	+670	New	+$192K	0.01%	313
2024 Q1	–	Sell	-2,170	Closed	-$407K	–	323
2023 Q4	$407K	Buy	+2,170	New	+$349K	0.03%	237

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

Van Hulzen Asset Management's AXP Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of American Express (AXP) in Q1 2025, closing a stake of 670 shares — an estimated $199K sold.

Van Hulzen Asset Management first reported a position in AXP in Q4 2023 and held it in 2 quarters. The position peaked at $407K in Q4 2023. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Van Hulzen Asset Management reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 670 American Express shares in Q1 2025, an estimated $199K.
Van Hulzen Asset Management first reported a position in American Express in Q4 2023 and held it in 2 quarters.
Van Hulzen Asset Management's American Express position peaked at $407K in Q4 2023.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.