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Clifford Capital Partners’s American Express AXP Stock Holding History

Clifford Capital Partners’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
Q1 		– Sell
-47,691
Closed -$14.2M – 46
2024
Q4 		$14.2M Sell
47,691
-1,764
-4% -$507K 2.93% 21
2024
Q3 		$13.4M Sell
49,455
-24,377
-33% -$6.07M 2.67% 26
2024
Q2 		$17.1M Sell
73,832
-15,492
-17% -$3.59M 3.72% 8
2024
Q1 		$20.3M Buy
89,324
+2,383
+3% +$494K 5.17% 1
2023
Q4 		$16.3M Buy
86,941
+2,126
+3% +$342K 4.2% 2
2023
Q3 		$12.7M Buy
84,815
+4,331
+5% +$708K 3.69% 7
2023
Q2 		$14M Sell
80,484
-137
-0.2% -$22.1K 4.05% 3
2023
Q1 		$13.3M Buy
80,621
+1,306
+2% +$217K 4.09% 5
2022
Q4 		$11.7M Buy
79,315
+18,088
+30% +$2.68M 3.56% 13
2022
Q3 		$8.26M Buy
61,227
+29
+0% +$4.39K 3.53% 13
2022
Q2 		$8.48M Buy
61,198
+22,177
+57% +$3.66M 3.39% 15
2022
Q1 		$7.3M Buy
39,021
+11,333
+41% +$2.05M 3.94% 4
2021
Q4 		$4.53M Buy
27,688
+4,929
+22% +$841K 3.38% 11
2021
Q3 		$3.81M Sell
22,759
-5,508
-19% -$921K 3.49% 10
2021
Q2 		$4.67M Buy
28,267
+1,900
+7% +$298K 4.37% 3
2021
Q1 		$3.73M Sell
26,367
-68,179
-72% -$9.01M 3.88% 8
2020
Q4 		$11.4M Buy
94,546
+902
+1% +$99.9K 4.47% 3
2020
Q3 		$9.39M Buy
93,644
+10,565
+13% +$1.04M 4.54% 2
2020
Q2 		$7.91M Buy
83,079
+13,813
+20% +$1.27M 4.08% 5
2020
Q1 		$5.93M Buy
69,266
+1,747
+3% +$203K 3.82% 9
2019
Q4 		$8.4M Sell
67,519
-479
-0.7% -$57.2K 3.85% 4
2019
Q3 		$8.04M Buy
67,998
+232
+0.3% +$28.4K 3.88% 4
2019
Q2 		$8.37M Sell
67,766
-17,481
-21% -$2.05M 4.04% 2
2019
Q1 		$9.32M Buy
85,247
+1,893
+2% +$199K 4.62% 3
2018
Q4 		$7.95M Buy
83,354
+38,878
+87% +$4.07M 4.73% 1
2018
Q3 		$4.74M Buy
44,476
+595
+1% +$61.9K 4.49% 1
2018
Q2 		$4.3M Sell
43,881
-253
-0.6% -$24.9K 4.47% 2
2018
Q1 		$4.12M Buy
44,134
+252
+0.6% +$24.4K 4.35% 2
2017
Q4 		$4.36M Buy
+43,882
New +$4.18M 4.83% 2

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

Clifford Capital Partners's AXP Position: Q1 2025 in Review

Clifford Capital Partners sold out of American Express (AXP) in Q1 2025, closing a stake of 47,691 shares — an estimated $14.2M sold.

Clifford Capital Partners first reported a position in AXP in Q4 2017 and held it in 29 quarters. The position peaked at $20.3M in Q1 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • Clifford Capital Partners reported no remaining American Express position as of Q1 2025 after selling out during the quarter.
  • Clifford Capital Partners sold 47,691 American Express shares in Q1 2025, an estimated $14.2M.
  • Clifford Capital Partners first reported a position in American Express in Q4 2017 and held it in 29 quarters.
  • Clifford Capital Partners's American Express position peaked at $20.3M in Q1 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Clifford Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.