Wolf Group Capital Advisors’s American Express AXP Stock Holding History

Wolf Group Capital Advisors’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	$2.38M	Sell	8,832 -2,327	-21%	-$688K	0.8%	36
2024 Q4	$1.94M	Hold	11,159	–	–	0.94%	37
2024 Q3	$1.94M	Buy	11,159 +1,291	+13%	+$321K	0.92%	38
2024 Q2	$2.28M	Sell	9,868 -1,291	-12%	-$299K	0.9%	35
2024 Q1	$1.94M	Hold	11,159	–	–	0.92%	38
2023 Q4	$1.94M	Buy	11,159 +317	+3%	+$51K	0.92%	38
2023 Q3	$1.62M	Sell	10,842 -373	-3%	-$61K	0.77%	44
2023 Q2	$1.82M	Sell	11,215 -691	-6%	-$111K	0.91%	39
2023 Q1	$1.96M	Sell	11,906 -1,210	-9%	-$201K	0.98%	33
2022 Q4	$1.94M	Sell	13,116 -205	-2%	-$30.4K	0.91%	36
2022 Q3	$1.8M	Buy	13,321 +10	+0.1%	+$1.51K	0.98%	34
2022 Q2	$1.84M	Buy	13,311 +2,101	+19%	+$347K	0.96%	35
2022 Q1	$2.1M	Buy	+11,210	New	+$2.02M	1.07%	29

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

Wolf Group Capital Advisors's AXP Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its American Express (AXP) stake by 21% in Q1 2025, selling an estimated $688K and leaving 8,832 shares worth $2.38M. The position accounts for 0.8% of the portfolio, ranked #36.

Wolf Group Capital Advisors first reported a position in AXP in Q1 2022 and has held it in 13 quarters since. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Wolf Group Capital Advisors held 8,832 shares of American Express worth $2.38M as of Q1 2025.
Wolf Group Capital Advisors sold 2,327 American Express shares in Q1 2025, an estimated $688K.
American Express made up 0.8% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #36 holding.
Wolf Group Capital Advisors first reported a position in American Express in Q1 2022 and has held it in 13 quarters since.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.