BOLTON SECURITIES CORPORATION’s American Express AXP Stock Holding History

BOLTON SECURITIES CORPORATION’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	$5.8M	Buy	+21,562	New	+$6.37M	0.34%	70

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AXP Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in American Express (AXP) in Q1 2025: 21,562 shares worth $5.8M. The stake represents 0.34% of the portfolio and ranks #70 among its holdings.

2,632 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

BOLTON SECURITIES CORPORATION held 21,562 shares of American Express worth $5.8M as of Q1 2025.
American Express was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
American Express made up 0.34% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #70 holding.
2,632 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.