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Cidel Asset Management’s American Express AXP Stock Holding History

Cidel Asset Management’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
2026
Q1 		$871K Buy
2,879
+431
+18% +$145K 0.05% 164
2025
Q4 		$906K Sell
2,448
-48
-2% -$17.2K 0.06% 145
2025
Q3 		$829K Sell
2,496
-74
-3% -$23.5K 0.05% 140
2025
Q2 		$820K Buy
2,570
+99
+4% +$27.9K 0.05% 144
2025
Q1 		$665K Sell
2,471
-147
-6% -$43.5K 0.04% 157
2024
Q4 		$777K Sell
2,618
-341
-12% -$98K 0.05% 141
2024
Q3 		$802K Sell
2,959
-266
-8% -$66.2K 0.06% 139
2024
Q2 		$747K Sell
3,225
-220
-6% -$51K 0.06% 136
2024
Q1 		$784K Sell
3,445
-128
-4% -$26.5K 0.06% 134
2023
Q4 		$669K Buy
+3,573
New +$575K 0.03% 155

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM