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Carmichael Hill & Associates’s American Express AXP Stock Holding History

Carmichael Hill & Associates’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
Q3 		$83.8K Buy
309
+60
+24% +$14.9K 0.03% 287
2024
Q2 		$57.7K Hold
249
– – 0.02% 322
2024
Q1 		$56.7K Hold
249
– – 0.02% 329
2023
Q4 		$46.6K Buy
249
+27
+12% +$4.35K 0.02% 352
2023
Q3 		$33.1K Hold
222
– – 0.02% 393
2023
Q2 		$38.7K Hold
222
– – 0.02% 374
2023
Q1 		$36.6K Hold
222
– – 0.02% 373
2022
Q4 		$32.8K Sell
222
-310
-58% -$45.9K 0.02% 402
2022
Q3 		$72K Hold
532
– – 0.04% 266
2022
Q2 		$74K Sell
532
-912
-63% -$151K 0.04% 273
2022
Q1 		$270K Buy
1,444
+912
+171% +$165K 0.12% 143
2021
Q4 		$87K Buy
532
+25
+5% +$4.26K 0.04% 270
2021
Q3 		$85K Buy
507
+40
+9% +$6.69K 0.04% 266
2021
Q2 		$77K Sell
467
-4
-0.8% -$626 0.04% 274
2021
Q1 		$67K Hold
471
– – 0.04% 287
2020
Q4 		$57K Hold
471
– – 0.03% 294
2020
Q3 		$47K Hold
471
– – 0.03% 302
2020
Q2 		$45K Hold
471
– – 0.03% 288
2020
Q1 		$40K Hold
471
– – 0.04% 286
2019
Q4 		$59K Buy
+471
New +$56.3K 0.04% 259

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmichael Hill & Associates's AXP Position: Q3 2024 in Review

Carmichael Hill & Associates increased its American Express (AXP) stake by 24% in Q3 2024, buying an estimated $14.9K and bringing the position to 309 shares worth $83.8K. The position accounts for 0.03% of the portfolio, ranked #287.

Carmichael Hill & Associates first reported a position in AXP in Q4 2019 and has held it in 20 quarters since. The position peaked at $270K in Q1 2022. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Carmichael Hill & Associates held 309 shares of American Express worth $83.8K as of Q3 2024.
  • Carmichael Hill & Associates bought 60 American Express shares in Q3 2024, an estimated $14.9K.
  • American Express made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #287 holding.
  • Carmichael Hill & Associates first reported a position in American Express in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's American Express position peaked at $270K in Q1 2022.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.