CG
AXP icon

Cutler Group’s American Express AXP Stock Holding History

Cutler 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
2024
Q1 		$295K Buy
+1,298
New +$269K 0.1% 207
2023
Q4 		– Sell
-36
Closed -$5.79K – 3599
2023
Q3 		$5K Buy
+36
New +$5.89K ﹤0.01% 2814
2023
Q2 		– Sell
-17,316
Closed -$2.79M – 3556
2023
Q1 		$2.86M Buy
17,316
+4,429
+34% +$735K 0.3% 73
2022
Q4 		$1.9M Sell
12,887
-4,679
-27% -$693K 0.16% 136
2022
Q3 		$2.37M Buy
17,566
+5,294
+43% +$801K 0.16% 126
2022
Q2 		$1.7M Sell
12,272
-16,997
-58% -$2.81M 0.12% 216
2022
Q1 		$5.47M Buy
29,269
+26,615
+1,003% +$4.81M 0.29% 64
2021
Q4 		$434K Sell
2,654
-13,706
-84% -$2.34M 0.02% 823
2021
Q3 		$2.74M Buy
+16,360
New +$2.74M 0.12% 179
2021
Q1 		– Sell
-39,475
Closed -$5.22M – 5603
2020
Q4 		$4.77M Buy
39,475
+7,266
+23% +$805K 0.23% 89
2020
Q3 		$3.23M Buy
32,209
+13,015
+68% +$1.28M 0.2% 98
2020
Q2 		$1.83M Buy
19,194
+18,994
+9,497% +$1.75M 0.12% 179
2020
Q1 		$17K Sell
200
-9,536
-98% -$1.11M ﹤0.01% 2389
2019
Q4 		$1.21M Buy
9,736
+7,617
+359% +$910K 0.07% 224
2019
Q3 		$250K Sell
2,119
-981
-32% -$120K 0.02% 601
2019
Q2 		$382K Buy
+3,100
New +$364K 0.04% 422
2019
Q1 		– Sell
-17,700
Closed -$1.86M – 4012
2018
Q4 		$1.69M Buy
+17,700
New +$1.85M 0.16% 102
2018
Q1 		– Sell
-9,180
Closed -$889K – 4428
2017
Q4 		$911K Buy
9,180
+9,080
+9,080% +$865K 0.04% 354
2017
Q3 		$9K Sell
100
-6,053
-98% -$520K ﹤0.01% 3869
2017
Q2 		$518K Sell
6,153
-6,887
-53% -$545K 0.02% 675
2017
Q1 		$1.03M Buy
13,040
+9,540
+273% +$746K 0.04% 371
2016
Q4 		$259K Sell
3,500
-158,438
-98% -$11M 0.01% 1111
2016
Q3 		$10.4M Sell
161,938
-13,101
-7% -$842K 0.47% 26
2016
Q2 		$10.6M Buy
175,039
+54,444
+45% +$3.45M 0.54% 17
2016
Q1 		$7.4M Buy
120,595
+117,531
+3,836% +$6.84M 0.49% 16
2015
Q4 		$213K Buy
+3,064
New +$223K 0.01% 1141

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cutler Group's AXP Position: Q1 2024 in Review

Cutler Group opened a new position in American Express (AXP) in Q1 2024: 1,298 shares worth $295K. The stake represents 0.1% of the portfolio and ranks #207 among its holdings. This is a return to the name: Cutler Group previously reported a position in AXP as recently as Q3 2023.

Cutler Group first reported a position in AXP in Q4 2015 and has held it in 26 quarters since. The position peaked at $10.6M in Q2 2016. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Cutler Group held 1,298 shares of American Express worth $295K as of Q1 2024.
  • American Express was a new Cutler Group position in Q1 2024.
  • American Express made up 0.1% of Cutler Group's portfolio in Q1 2024, its #207 holding.
  • Cutler Group first reported a position in American Express in Q4 2015 and has held it in 26 quarters since.
  • Cutler Group's American Express position peaked at $10.6M in Q2 2016.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.