BCMO
AXP icon

Buckingham Capital Management (Ohio)’s American Express AXP Stock Holding History

Buckingham Capital Management (Ohio)’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
Q4 		$12M Sell
40,425
-1,687
-4% -$485K 1.38% 23
2024
Q3 		$11.4M Buy
42,112
+728
+2% +$181K 1.31% 25
2024
Q2 		$9.58M Buy
41,384
+4,833
+13% +$1.12M 1.15% 27
2024
Q1 		$8.32M Buy
36,551
+7,522
+26% +$1.56M 1.02% 33
2023
Q4 		$5.44M Buy
29,029
+8,799
+43% +$1.42M 0.73% 41
2023
Q3 		$3.02M Buy
20,230
+4,106
+25% +$672K 0.46% 50
2023
Q2 		$2.81M Buy
16,124
+574
+4% +$92.6K 0.42% 54
2023
Q1 		$2.56M Buy
15,550
+7,995
+106% +$1.33M 0.41% 55
2022
Q4 		$1.12M Buy
+7,555
New +$1.12M 0.19% 68
2016
Q1 		– Sell
-3,230
Closed -$225K – 153
2015
Q4 		$225K Sell
3,230
-175
-5% -$12.7K 0.06% 160
2015
Q3 		$252K Sell
3,405
-250
-7% -$19.2K 0.07% 160
2015
Q2 		$286K Sell
3,655
-130
-3% -$10.3K 0.08% 164
2015
Q1 		$296K Hold
3,785
– – 0.09% 163
2014
Q4 		$352K Buy
3,785
+30
+0.8% +$2.69K 0.1% 147
2014
Q3 		$329K Hold
3,755
– – 0.1% 154
2014
Q2 		$356K Buy
3,755
+120
+3% +$10.8K 0.11% 148
2014
Q1 		$327K Buy
3,635
+750
+26% +$67K 0.11% 156
2013
Q4 		$262K Buy
+2,885
New +$237K 0.09% 159

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s AXP Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its American Express (AXP) stake by 4% in Q4 2024, selling an estimated $485K and leaving 40,425 shares worth $12M. The position accounts for 1.38% of the portfolio, ranked #23.

Buckingham Capital Management (Ohio) first reported a position in AXP in Q4 2013 and has held it in 18 quarters since. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 40,425 shares of American Express worth $12M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 1,687 American Express shares in Q4 2024, an estimated $485K.
  • American Express made up 1.38% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #23 holding.
  • Buckingham Capital Management (Ohio) first reported a position in American Express in Q4 2013 and has held it in 18 quarters since.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.