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Paloma Partners’s American Express AXP Stock Holding History

Paloma 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
Q3 		– Sell
-3,100
Closed -$718K – 1164
2024
Q2 		$718K Buy
+3,100
New +$718K 0.02% 608
2023
Q4 		– Sell
-13,900
Closed -$2.07M – 743
2023
Q3 		$2.07M Buy
+13,900
New +$2.27M 0.07% 236
2023
Q2 		– Sell
-4,300
Closed -$709K – 740
2023
Q1 		$709K Sell
4,300
-18,300
-81% -$3.04M 0.02% 434
2022
Q4 		$3.34M Buy
22,600
+22,400
+11,200% +$3.32M 0.15% 116
2022
Q3 		$27K Buy
+200
New +$30.3K ﹤0.01% 922
2020
Q1 		– Sell
-24,100
Closed -$3M – 1258
2019
Q4 		$3M Buy
24,100
+9,300
+63% +$1.11M 0.05% 422
2019
Q3 		$1.75M Buy
+14,800
New +$1.81M 0.04% 487
2019
Q2 		– Sell
-40,400
Closed -$4.42M – 1723
2019
Q1 		$4.42M Buy
+40,400
New +$4.25M 0.11% 201
2018
Q3 		– Sell
-7,100
Closed -$696K – 1540
2018
Q2 		$696K Sell
7,100
-62,900
-90% -$6.18M 0.01% 877
2018
Q1 		$6.53M Sell
70,000
-38,800
-36% -$3.76M 0.1% 139
2017
Q4 		$10.8M Buy
108,800
+23,400
+27% +$2.23M 0.15% 112
2017
Q3 		$7.72M Buy
85,400
+79,300
+1,300% +$6.82M 0.11% 169
2017
Q2 		$514K Sell
6,100
-47,900
-89% -$3.79M 0.01% 1530
2017
Q1 		$4.27M Sell
54,000
-11,700
-18% -$915K 0.05% 373
2016
Q4 		$4.87M Buy
65,700
+28,400
+76% +$1.97M 0.05% 259
2016
Q3 		$2.39M Sell
37,300
-20,200
-35% -$1.3M 0.03% 458
2016
Q2 		$3.49M Sell
57,500
-24,500
-30% -$1.55M 0.04% 397
2016
Q1 		$5.03M Buy
82,000
+50,000
+156% +$2.91M 0.08% 176
2015
Q4 		$2.23M Buy
32,000
+12,000
+60% +$873K 0.06% 326
2015
Q3 		$1.48M Buy
20,000
+12,000
+150% +$923K 0.03% 451
2015
Q2 		$622K Buy
+8,000
New +$635K 0.01% 988

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

Paloma Partners's AXP Position: Q4 2024 in Review

Paloma Partners sold out of American Express (AXP) in Q4 2024, closing a stake of 4,570 shares — an estimated $1.24M sold.

Paloma Partners first reported a position in AXP in Q2 2013 and held it in 39 quarters. The position peaked at $16.6M in Q2 2019. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Paloma Partners reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 4,570 American Express shares in Q4 2024, an estimated $1.24M.
  • Paloma Partners first reported a position in American Express in Q2 2013 and held it in 39 quarters.
  • Paloma Partners's American Express position peaked at $16.6M in Q2 2019.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.