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Cumberland Partners’s American Express AXP Stock Holding History

Cumberland 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
2024
Q4 		– Sell
-5,500
Closed -$1.49M – 170
2024
Q3 		$1.49M Buy
5,500
+3,500
+175% +$872K 0.1% 116
2024
Q2 		$463K Hold
2,000
– – 0.03% 154
2024
Q1 		$455K Buy
+2,000
New +$415K 0.03% 165
2023
Q3 		– Sell
-5,250
Closed -$915K – 175
2023
Q2 		$915K Buy
5,250
+3,250
+163% +$524K 0.08% 122
2023
Q1 		$330K Buy
+2,000
New +$332K 0.03% 151
2022
Q4 		– Sell
-9,254
Closed -$1.25M – 168
2022
Q3 		$1.25M Buy
9,254
+6,500
+236% +$984K 0.13% 91
2022
Q2 		$382K Buy
2,754
+64
+2% +$10.6K 0.04% 143
2022
Q1 		$503K Buy
2,690
+40
+2% +$7.22K 0.04% 144
2021
Q4 		$434K Sell
2,650
-1,000
-27% -$171K 0.03% 161
2021
Q3 		$611K Buy
3,650
+500
+16% +$83.6K 0.05% 143
2021
Q2 		$521K Sell
3,150
-740
-19% -$116K 0.04% 142
2021
Q1 		$550K Buy
3,890
+495
+15% +$65.4K 0.05% 150
2020
Q4 		$411K Buy
3,395
+150
+5% +$16.6K 0.04% 146
2020
Q3 		$325K Sell
3,245
-500
-13% -$49.2K 0.03% 135
2020
Q2 		$356K Buy
+3,745
New +$345K 0.04% 139
2016
Q1 		– Sell
-39,710
Closed -$2.76M – 60
2015
Q4 		$2.76M Buy
39,710
+150
+0.4% +$10.9K 0.36% 38
2015
Q3 		$2.93M Sell
39,560
-1,150
-3% -$88.5K 0.36% 40
2015
Q2 		$3.16M Sell
40,710
-1,200
-3% -$95.2K 0.36% 38
2015
Q1 		$3.27M Buy
41,910
+4,500
+12% +$374K 0.36% 39
2014
Q4 		$3.48M Hold
37,410
– – 0.36% 41
2014
Q3 		$3.27M Sell
37,410
-4,850
-11% -$437K 0.4% 36
2014
Q2 		$4.01M Buy
42,260
+10,410
+33% +$938K 0.45% 35
2014
Q1 		$2.87M Buy
31,850
+4,150
+15% +$371K 0.34% 39
2013
Q4 		$2.51M Buy
27,700
+11,000
+66% +$904K 0.27% 40
2013
Q3 		$1.26M Sell
16,700
-900
-5% -$67.7K 0.16% 45
2013
Q2 		$1.32M Buy
+17,600
New +$1.25M 0.17% 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
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

Cumberland Partners's AXP Position: Q4 2024 in Review

Cumberland Partners sold out of American Express (AXP) in Q4 2024, closing a stake of 5,500 shares — an estimated $1.49M sold.

Cumberland Partners first reported a position in AXP in Q2 2013 and held it in 26 quarters. The position peaked at $4.01M in Q2 2014. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Cumberland Partners reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Cumberland Partners sold 5,500 American Express shares in Q4 2024, an estimated $1.49M.
  • Cumberland Partners first reported a position in American Express in Q2 2013 and held it in 26 quarters.
  • Cumberland Partners's American Express position peaked at $4.01M in Q2 2014.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.