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Altshuler Shaham’s American Express AXP Stock Holding History

Altshuler Shaham’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
2024
Q1 		– Sell
-1,589
Closed -$298K – 312
2023
Q4 		$298K Sell
1,589
-326
-17% -$52.5K 0.02% 76
2023
Q3 		$286K Sell
1,915
-6,469
-77% -$1.06M 0.01% 85
2023
Q2 		$1.46M Sell
8,384
-4,223
-33% -$681K 0.03% 38
2023
Q1 		$2.08M Sell
12,607
-795
-6% -$132K 0.05% 33
2022
Q4 		$1.98M Sell
13,402
-3,409
-20% -$505K 0.08% 28
2022
Q3 		$2.32M Sell
16,811
-6,526
-28% -$988K 0.06% 41
2022
Q2 		$3.23M Sell
23,337
-46
-0.2% -$7.6K 0.05% 40
2022
Q1 		$4.37M Sell
23,383
-38
-0.2% -$6.86K 0.04% 82
2021
Q4 		$3.83M Buy
23,421
+24
+0.1% +$4.09K 0.03% 96
2021
Q3 		$3.94M Sell
23,397
-7
-0% -$1.17K 0.03% 111
2021
Q2 		$3.87M Buy
23,404
+242
+1% +$37.9K 0.03% 122
2021
Q1 		$3.28M Hold
23,162
– – 0.03% 61
2020
Q4 		$2.8M Hold
23,162
– – 0.06% 42
2020
Q3 		$2.32M Hold
23,162
– – 0.05% 50
2020
Q2 		$2.21M Buy
23,162
+6,588
+40% +$607K 0.07% 40
2020
Q1 		$1.42M Sell
16,574
-11,304
-41% -$1.32M 0.07% 46
2019
Q4 		$3.47M Buy
27,878
+1,047
+4% +$125K 0.1% 34
2019
Q3 		$3.18M Buy
26,831
+10,408
+63% +$1.28M 0.12% 31
2019
Q2 		$2.03M Buy
16,423
+3,169
+24% +$372K 0.09% 45
2019
Q1 		$1.45M Hold
13,254
– – 0.07% 73
2018
Q4 		$1.26M Sell
13,254
-270
-2% -$28.3K 0.06% 78
2018
Q3 		$1.44M Hold
13,524
– – 0.08% 74
2018
Q2 		$1.32M Hold
13,524
– – 0.11% 73
2018
Q1 		$1.26M Buy
+13,524
New +$1.31M 0.17% 78

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Altshuler Shaham's AXP Position: Q1 2024 in Review

Altshuler Shaham sold out of American Express (AXP) in Q1 2024, closing a stake of 1,589 shares — an estimated $298K sold.

Altshuler Shaham first reported a position in AXP in Q1 2018 and held it in 24 quarters. The position peaked at $4.37M in Q1 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Altshuler Shaham reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Altshuler Shaham sold 1,589 American Express shares in Q1 2024, an estimated $298K.
  • Altshuler Shaham first reported a position in American Express in Q1 2018 and held it in 24 quarters.
  • Altshuler Shaham's American Express position peaked at $4.37M in Q1 2022.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.