Yarbrough Capital’s American Express AXP Stock Holding History

Yarbrough 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 Q1	–	Sell	-2,161	Closed	-$641K	–	197
2024 Q4	$641K	Hold	2,161	–	–	0.02%	121
2024 Q3	$586K	Hold	2,161	–	–	0.02%	125
2024 Q2	$500K	Hold	2,161	–	–	0.02%	130
2024 Q1	$492K	Hold	2,161	–	–	0.02%	135
2023 Q4	$405K	Hold	2,161	–	–	0.02%	159
2023 Q3	$322K	Hold	2,161	–	–	0.02%	172
2023 Q2	$376K	Hold	2,161	–	–	0.02%	159
2023 Q1	$356K	Buy	2,161 +29	+1%	+$4.81K	0.03%	164
2022 Q4	$315K	Hold	2,132	–	–	0.03%	139
2022 Q3	$288K	Hold	2,132	–	–	0.02%	161
2022 Q2	$296K	Sell	2,132 -615	-22%	-$102K	0.02%	148
2022 Q1	$514K	Buy	2,747 +615	+29%	+$111K	0.03%	133
2021 Q4	$349K	Buy	+2,132	New	+$364K	0.02%	173

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

Yarbrough Capital's AXP Position: Q1 2025 in Review

Yarbrough Capital sold out of American Express (AXP) in Q1 2025, closing a stake of 2,161 shares — an estimated $641K sold.

Yarbrough Capital first reported a position in AXP in Q4 2021 and held it in 13 quarters. The position peaked at $641K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Yarbrough Capital reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
Yarbrough Capital sold 2,161 American Express shares in Q1 2025, an estimated $641K.
Yarbrough Capital first reported a position in American Express in Q4 2021 and held it in 13 quarters.
Yarbrough Capital's American Express position peaked at $641K in Q4 2024.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Yarbrough Capital's 13F filing for Q1 2025, filed 14 Apr 2025.