Weybosset Research & Management’s American Express AXP Stock Holding History

Weybosset Research & 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	-1,150	Closed	-$341K	–	37
2024 Q4	$341K	Hold	1,150	–	–	0.12%	33
2024 Q3	$312K	Hold	1,150	–	–	0.11%	35
2024 Q2	$266K	Hold	1,150	–	–	0.1%	35
2024 Q1	$684	Hold	1,150	–	–	0.24%	26
2023 Q4	$215K	Buy	+1,150	New	+$185K	0.08%	42
2023 Q3	–	Sell	-1,150	Closed	-$200K	–	44
2023 Q2	$200K	Sell	1,150 -350	-23%	-$56.5K	0.07%	43
2023 Q1	$247K	Hold	1,500	–	–	0.09%	48
2022 Q4	$222K	Hold	1,500	–	–	0.09%	49
2022 Q3	$202K	Hold	1,500	–	–	0.09%	51
2022 Q2	$208K	Buy	+1,500	New	+$248K	0.1%	44
2021 Q4	$327K	Buy	2,000 +150	+8%	+$25.6K	0.12%	41
2021 Q3	$310K	Sell	1,850 -100	-5%	-$16.7K	0.13%	39
2021 Q2	$322K	Buy	1,950 +150	+8%	+$23.5K	0.13%	42
2021 Q1	$255K	Buy	1,800 +100	+6%	+$13.2K	0.11%	47
2020 Q4	$206K	Buy	+1,700	New	+$188K	0.09%	46

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

Weybosset Research & Management's AXP Position: Q1 2025 in Review

Weybosset Research & Management sold out of American Express (AXP) in Q1 2025, closing a stake of 1,150 shares — an estimated $341K sold.

Weybosset Research & Management first reported a position in AXP in Q4 2020 and held it in 15 quarters. The position peaked at $341K in Q4 2024. 2,613 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Weybosset Research & Management reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Weybosset Research & Management sold 1,150 American Express shares in Q1 2025, an estimated $341K.
Weybosset Research & Management first reported a position in American Express in Q4 2020 and held it in 15 quarters.
Weybosset Research & Management's American Express position peaked at $341K in Q4 2024.
2,613 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Weybosset Research & Management's 13F filing for Q1 2025, filed 9 Apr 2025.