VEA
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Virtus ETF Advisers’s American Express AXP Stock Holding History

Virtus ETF Advisers’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
-4,244
Closed -$1.26M – 460
2024
Q4 		$1.26M Buy
4,244
+643
+18% +$185K 0.51% 33
2024
Q3 		$977K Buy
3,601
+41
+1% +$10.2K 0.46% 49
2024
Q2 		$824K Sell
3,560
-521
-13% -$121K 0.4% 112
2024
Q1 		$929K Buy
4,081
+40
+1% +$8.29K 0.49% 32
2023
Q4 		$757K Sell
4,041
-346
-8% -$55.7K 0.48% 21
2023
Q3 		$654K Buy
+4,387
New +$718K 0.4% 117
2020
Q2 		– Sell
-137
Closed -$12K – 452
2020
Q1 		$12K Sell
137
-3
-2% -$349 ﹤0.01% 376
2019
Q4 		$17K Sell
140
-245
-64% -$29.3K ﹤0.01% 383
2019
Q3 		$46K Hold
385
– – 0.01% 289
2019
Q2 		$48K Buy
+385
New +$45.2K 0.01% 297

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

Virtus ETF Advisers's AXP Position: Q1 2025 in Review

Virtus ETF Advisers sold out of American Express (AXP) in Q1 2025, closing a stake of 4,244 shares — an estimated $1.26M sold.

Virtus ETF Advisers first reported a position in AXP in Q2 2019 and held it in 10 quarters. The position peaked at $1.26M in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Virtus ETF Advisers reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 4,244 American Express shares in Q1 2025, an estimated $1.26M.
  • Virtus ETF Advisers first reported a position in American Express in Q2 2019 and held it in 10 quarters.
  • Virtus ETF Advisers's American Express position peaked at $1.26M in Q4 2024.
  • 2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.