XY Capital’s American Express AXP Stock Holding History

XY Capital’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 Q2	–	Sell	-974	Closed	-$262K	–	68
2025 Q1	$262K	Buy	974 +820	+532%	+$242K	0.07%	158
2024 Q4	$45.7K	Buy	+154	New	+$44.2K	0.02%	175

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

XY Capital's AXP Position: Q2 2025 in Review

XY Capital sold out of American Express (AXP) in Q2 2025, closing a stake of 974 shares — an estimated $262K sold.

XY Capital first reported a position in AXP in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q1 2025. 2,710 funds tracked by Wall St. Rank hold AXP as of Q2 2025.

XY Capital reported no remaining American Express position as of Q2 2025 after selling out during the quarter.
XY Capital sold 974 American Express shares in Q2 2025, an estimated $262K.
XY Capital first reported a position in American Express in Q4 2024 and held it in 2 quarters.
XY Capital's American Express position peaked at $262K in Q1 2025.
2,710 funds tracked by Wall St. Rank held American Express as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.