Beach Investment Counsel’s American Express AXP Stock Holding History

Beach Investment Counsel’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	$519K	Sell	1,930 -845	-30%	-$250K	0.08%	88
2024 Q4	$824K	Sell	2,775 -4,085	-60%	-$1.17M	0.11%	75
2024 Q3	$1.86M	Sell	6,860 -573	-8%	-$143K	0.23%	65
2024 Q2	$1.72M	Sell	7,433 -200	-3%	-$46.3K	0.21%	69
2024 Q1	$1.43M	Hold	7,633	–	–	0.18%	84
2023 Q4	$1.43M	Hold	7,633	–	–	0.18%	84
2023 Q3	$1.14M	Hold	7,633	–	–	0.14%	95
2023 Q2	$1.33M	Hold	7,633	–	–	0.16%	94
2023 Q1	$1.26M	Sell	7,633 -100	-1%	-$16.6K	0.17%	83
2022 Q4	$1.14M	Hold	7,733	–	–	0.14%	89
2022 Q3	$1.04M	Hold	7,733	–	–	0.15%	89
2022 Q2	$1.07M	Hold	7,733	–	–	0.13%	93
2022 Q1	$1.45M	Hold	7,733	–	–	0.15%	90
2021 Q4	$1.26M	Hold	7,733	–	–	0.17%	80
2021 Q3	$1.3M	Hold	7,733	–	–	0.12%	94
2021 Q2	$1.28M	Hold	7,733	–	–	0.11%	97
2021 Q1	$1.09M	Hold	7,733	–	–	0.1%	98
2020 Q4	$935K	Hold	7,733	–	–	0.09%	96
2020 Q3	$775K	Hold	7,733	–	–	0.09%	90
2020 Q2	$736K	Hold	7,733	–	–	0.1%	92
2020 Q1	$662K	Hold	7,733	–	–	0.11%	84
2019 Q4	$963K	Hold	7,733	–	–	0.11%	88
2019 Q3	$915K	Hold	7,733	–	–	0.11%	91
2019 Q2	$955K	Hold	7,733	–	–	0.11%	90
2019 Q1	$845K	Hold	7,733	–	–	0.1%	94
2018 Q4	$794K	Hold	7,733	–	–	0.1%	94
2018 Q3	$823K	Hold	7,733	–	–	0.08%	99
2018 Q2	$758K	Hold	7,733	–	–	0.08%	104
2018 Q1	$721K	Hold	7,733	–	–	0.08%	108
2017 Q4	$768K	Sell	7,733 -321	-4%	-$30.6K	0.07%	110
2017 Q3	$729K	Hold	8,054	–	–	0.08%	107
2017 Q2	$678K	Sell	8,054 -150	-2%	-$11.9K	0.07%	103
2017 Q1	$649K	Hold	8,204	–	–	0.07%	103
2016 Q4	$608K	Hold	8,204	–	–	0.07%	105
2016 Q3	$525K	Hold	8,204	–	–	0.06%	113
2016 Q2	$498K	Sell	8,204 -400	-5%	-$25.3K	0.06%	111
2016 Q1	$528K	Hold	8,604	–	–	0.06%	119
2015 Q4	$598K	Hold	8,604	–	–	0.07%	120
2015 Q3	$638K	Hold	8,604	–	–	0.08%	116
2015 Q2	$669K	Hold	8,604	–	–	0.07%	127
2015 Q1	$672K	Sell	8,604 -150	-2%	-$12.5K	0.06%	121
2014 Q4	$814K	Hold	8,754	–	–	0.07%	115
2014 Q3	$766K	Sell	8,754 -67	-0.8%	-$6.03K	0.07%	118
2014 Q2	$837K	Buy	8,821 +200	+2%	+$18K	0.07%	120
2014 Q1	$776K	Hold	8,621	–	–	0.07%	121
2013 Q4	$782K	Sell	8,621 -250	-3%	-$20.5K	0.07%	119
2013 Q3	$670K	Sell	8,871 -279	-3%	-$21K	0.07%	121
2013 Q2	$684K	Buy	+9,150	New	+$651K	0.07%	113

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

Beach Investment Counsel's AXP Position: Q1 2025 in Review

Beach Investment Counsel reduced its American Express (AXP) stake by 30% in Q1 2025, selling an estimated $250K and leaving 1,930 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #88.

Beach Investment Counsel first reported a position in AXP in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.86M in Q3 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Beach Investment Counsel held 1,930 shares of American Express worth $519K as of Q1 2025.
Beach Investment Counsel sold 845 American Express shares in Q1 2025, an estimated $250K.
American Express made up 0.08% of Beach Investment Counsel's portfolio in Q1 2025, its #88 holding.
Beach Investment Counsel first reported a position in American Express in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's American Express position peaked at $1.86M in Q3 2024.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.