CIBC Private Wealth Group
AXP icon

CIBC Private Wealth Group’s American Express AXP Stock Holding History

CIBC Private Wealth Group’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
Q4 		$83.2M Sell
224,830
-1,813
-0.8% -$649K 0.14% 145
2025
Q3 		$75.3M Buy
226,643
+15,680
+7% +$4.99M 0.13% 158
2025
Q2 		$67.3M Sell
210,963
-2,634
-1% -$741K 0.12% 168
2025
Q1 		$49.4M Sell
213,597
-1,355
-0.6% -$401K 0.1% 169
2024
Q4 		$65.1M Sell
214,952
-1,478
-0.7% -$425K 0.12% 158
2024
Q3 		$58.7M Buy
216,430
+3,269
+2% +$814K 0.11% 167
2024
Q2 		$50M Sell
213,161
-1,593
-0.7% -$369K 0.09% 173
2024
Q1 		$48.9M Sell
214,754
-3,151
-1% -$653K 0.1% 179
2023
Q4 		$40.8M Buy
217,905
+12,439
+6% +$2M 0.09% 190
2023
Q3 		$30.7M Sell
205,466
-4,694
-2% -$768K 0.07% 212
2023
Q2 		$36.6M Sell
210,160
-25,557
-11% -$4.12M 0.08% 204
2023
Q1 		$38.9M Buy
235,717
+6,440
+3% +$1.07M 0.09% 189
2022
Q4 		$32M Sell
229,277
-4,661
-2% -$691K 0.11% 128
2022
Q3 		$31.6M Sell
233,938
-33,129
-12% -$5.01M 0.09% 175
2022
Q2 		$37M Sell
267,067
-16,588
-6% -$2.74M 0.1% 162
2022
Q1 		$53M Sell
283,655
-15,756
-5% -$2.85M 0.12% 147
2021
Q4 		$49M Sell
299,411
-6,514
-2% -$1.11M 0.1% 154
2021
Q3 		$51.3M Sell
305,925
-5,339
-2% -$893K 0.12% 144
2021
Q2 		$51.4M Buy
311,264
+2,828
+0.9% +$443K 0.12% 151
2021
Q1 		$43.6M Buy
308,436
+25,240
+9% +$3.33M 0.11% 157
2020
Q4 		$34.2M Buy
283,196
+20,429
+8% +$2.26M 0.09% 171
2020
Q3 		$26.3M Buy
262,767
+110,631
+73% +$10.9M 0.08% 174
2020
Q2 		$14.5M Sell
152,136
-6,992
-4% -$644K 0.07% 188
2020
Q1 		$13.6M Sell
159,128
-14,125
-8% -$1.64M 0.06% 210
2019
Q4 		$21.6M Sell
173,253
-5,216
-3% -$623K 0.07% 196
2019
Q3 		$21.1M Sell
178,469
-2,419
-1% -$297K 0.07% 187
2019
Q2 		$22.3M Sell
180,888
-1,211
-0.7% -$142K 0.08% 197
2019
Q1 		$19.9M Sell
182,099
-12,502
-6% -$1.31M 0.08% 195
2018
Q4 		$18.6M Sell
194,601
-3,971
-2% -$415K 0.08% 196
2018
Q3 		$21.1M Sell
198,572
-44,708
-18% -$4.65M 0.08% 204
2018
Q2 		$23.8M Sell
243,280
-628,750
-72% -$61.8M 0.1% 190
2018
Q1 		$81.3M Sell
872,030
-6,008
-0.7% -$582K 0.35% 85
2017
Q4 		$87.2M Sell
878,038
-16,202
-2% -$1.54M 0.37% 83
2017
Q3 		$80.9M Sell
894,240
-4,278
-0.5% -$368K 0.37% 81
2017
Q2 		$75.7M Sell
898,518
-29,655
-3% -$2.35M 0.48% 68
2017
Q1 		$73.4M Sell
928,173
-572,458
-38% -$44.8M 0.46% 68
2016
Q4 		$111M Buy
1,500,631
+8,970
+0.6% +$621K 0.74% 47
2016
Q3 		$95.5M Buy
1,491,661
+36,091
+2% +$2.32M 0.66% 50
2016
Q2 		$88.4M Buy
1,455,570
+11,763
+0.8% +$745K 0.65% 51
2016
Q1 		$88.6M Buy
1,443,807
+430,579
+42% +$25M 0.69% 50
2015
Q4 		$70.5M Sell
1,013,228
-26,800
-3% -$1.95M 0.55% 59
2015
Q3 		$77.1M Buy
1,040,028
+27,687
+3% +$2.13M 0.63% 54
2015
Q2 		$78.7M Buy
1,012,341
+370,881
+58% +$29.4M 0.57% 59
2015
Q1 		$50.1M Buy
641,460
+482,435
+303% +$40.1M 0.37% 77
2014
Q4 		$14.8M Buy
159,025
+870
+0.6% +$78K 0.11% 145
2014
Q3 		$13.8M Sell
158,155
-331
-0.2% -$29.8K 0.11% 153
2014
Q2 		$15M Sell
158,486
-2,325
-1% -$210K 0.12% 148
2014
Q1 		$14.5M Buy
+160,811
New +$14.4M 0.12% 144

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC Private Wealth Group's AXP Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its American Express (AXP) stake by 0.8% in Q4 2025, selling an estimated $649K and leaving 224,830 shares worth $83.2M. The position accounts for 0.14% of the portfolio, ranked #145.

CIBC Private Wealth Group first reported a position in AXP in Q1 2014 and has held it in 48 quarters since. The position peaked at $111M in Q4 2016. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • CIBC Private Wealth Group held 224,830 shares of American Express worth $83.2M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,813 American Express shares in Q4 2025, an estimated $649K.
  • American Express made up 0.14% of CIBC Private Wealth Group's portfolio in Q4 2025, its #145 holding.
  • CIBC Private Wealth Group first reported a position in American Express in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's American Express position peaked at $111M in Q4 2016.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.