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Buckingham Strategic Wealth’s American Express AXP Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$7.51M Buy
32,415
+648
+2% +$150K 0.08% 111
2024
Q1 		$7.23M Buy
31,767
+1,334
+4% +$277K 0.08% 118
2023
Q4 		$5.7M Buy
30,433
+16,010
+111% +$2.58M 0.07% 132
2023
Q3 		$2.15M Sell
14,423
-748
-5% -$122K 0.03% 211
2023
Q2 		$2.64M Sell
15,171
-1,082
-7% -$175K 0.04% 190
2023
Q1 		$2.4M Hold
16,253
– – 0.04% 168
2022
Q4 		$2.4M Sell
16,253
-438
-3% -$64.9K 0.04% 168
2022
Q3 		$2.25M Buy
16,691
+2,143
+15% +$324K 0.05% 163
2022
Q2 		$2.02M Buy
14,548
+364
+3% +$60.1K 0.04% 174
2022
Q1 		$2.65M Sell
14,184
-84
-0.6% -$15.2K 0.05% 149
2021
Q4 		$2.33M Buy
14,268
+135
+1% +$23K 0.05% 166
2021
Q3 		$2.37M Buy
14,133
+227
+2% +$38K 0.05% 156
2021
Q2 		$2.3M Sell
13,906
-25
-0.2% -$3.92K 0.06% 155
2021
Q1 		$1.97M Sell
13,931
-666
-5% -$88K 0.1% 148
2020
Q4 		$1.76M Sell
14,597
-34,948
-71% -$3.87M 0.09% 159
2020
Q3 		$4.97M Buy
49,545
+36,398
+277% +$3.58M 0.38% 54
2020
Q2 		$1.25M Buy
13,147
+2,806
+27% +$258K 0.12% 127
2020
Q1 		$885K Buy
10,341
+703
+7% +$81.8K 0.09% 174
2019
Q4 		$1.2M Buy
9,638
+318
+3% +$38K 0.12% 138
2019
Q3 		$1.1M Sell
9,320
-770
-8% -$94.4K 0.12% 133
2019
Q2 		$1.25M Buy
10,090
+2,727
+37% +$320K 0.14% 123
2019
Q1 		$805K Sell
7,363
-482
-6% -$50.7K 0.1% 161
2018
Q4 		$748K Buy
7,845
+35
+0.4% +$3.66K 0.11% 147
2018
Q3 		$832K Buy
7,810
+589
+8% +$61.3K 0.13% 132
2018
Q2 		$708K Sell
7,221
-528
-7% -$51.9K 0.11% 147
2018
Q1 		$723K Buy
7,749
+483
+7% +$46.8K 0.14% 134
2017
Q4 		$722K Buy
7,266
+1,267
+21% +$121K 0.15% 130
2017
Q3 		$543K Sell
5,999
-402
-6% -$34.5K 0.13% 146
2017
Q2 		$539K Buy
6,401
+397
+7% +$31.4K 0.13% 152
2017
Q1 		$475K Sell
6,004
-2,487
-29% -$194K 0.14% 143
2016
Q4 		$629K Sell
8,491
-2,008
-19% -$139K 0.2% 101
2016
Q3 		$672K Sell
10,499
-296
-3% -$19K 0.23% 92
2016
Q2 		$656K Sell
10,795
-1,125
-9% -$71.3K 0.22% 90
2016
Q1 		$732K Buy
11,920
+1,697
+17% +$98.7K 0.24% 81
2015
Q4 		$711K Sell
10,223
-901
-8% -$65.6K 0.24% 75
2015
Q3 		$825K Sell
11,124
-93
-0.8% -$7.16K 0.29% 63
2015
Q2 		$872K Buy
11,217
+1,444
+15% +$115K 0.29% 65
2015
Q1 		$763K Buy
9,773
+476
+5% +$39.5K 0.29% 66
2014
Q4 		$865K Sell
9,297
-235
-2% -$21.1K 0.33% 58
2014
Q3 		$834K Sell
9,532
-494
-5% -$44.5K 0.34% 55
2014
Q2 		$951K Sell
10,026
-44
-0.4% -$3.97K 0.41% 50
2014
Q1 		$907K Sell
10,070
-43
-0.4% -$3.84K 0.42% 47
2013
Q4 		$918K Buy
10,113
+1,094
+12% +$89.9K 0.43% 47
2013
Q3 		$681K Buy
9,019
+134
+2% +$10.1K 0.36% 53
2013
Q2 		$664K Buy
+8,885
New +$632K 0.37% 47

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckingham Strategic Wealth's AXP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its American Express (AXP) stake by 2% in Q2 2024, buying an estimated $150K and bringing the position to 32,415 shares worth $7.51M. The position accounts for 0.08% of the portfolio, ranked #111.

Buckingham Strategic Wealth first reported a position in AXP in Q2 2013 and has held it in 45 quarters since. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Buckingham Strategic Wealth held 32,415 shares of American Express worth $7.51M as of Q2 2024.
  • Buckingham Strategic Wealth bought 648 American Express shares in Q2 2024, an estimated $150K.
  • American Express made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #111 holding.
  • Buckingham Strategic Wealth first reported a position in American Express in Q2 2013 and has held it in 45 quarters since.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.