Sandy Spring Bank’s American Express AXP Stock Holding History

Sandy Spring Bank’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	$13.4M	Sell	49,786 -919	-2%	-$272K	0.56%	42
2024 Q4	$15M	Sell	50,705 -1,181	-2%	-$339K	0.61%	37
2024 Q3	$14.1M	Sell	51,886 -16	-0%	-$3.98K	0.58%	36
2024 Q2	$12M	Sell	51,902 -698	-1%	-$162K	0.53%	41
2024 Q1	$12M	Sell	52,600 -2,777	-5%	-$576K	0.55%	39
2023 Q4	$10.4M	Buy	55,377 +167	+0.3%	+$26.9K	0.52%	43
2023 Q3	$8.24M	Sell	55,210 -1,224	-2%	-$200K	0.46%	50
2023 Q2	$9.83M	Sell	56,434 -2,665	-5%	-$430K	0.52%	43
2023 Q1	$9.75M	Sell	59,099 -1,389	-2%	-$230K	0.55%	42
2022 Q4	$8.94M	Sell	60,488 -2,636	-4%	-$391K	0.53%	45
2022 Q3	$8.52M	Sell	63,124 -2,754	-4%	-$417K	0.54%	42
2022 Q2	$9.13M	Sell	65,878 -1,094	-2%	-$181K	0.55%	42
2022 Q1	$12.5M	Sell	66,972 -191	-0.3%	-$34.5K	0.64%	37
2021 Q4	$11M	Buy	67,163 +1,570	+2%	+$268K	0.52%	46
2021 Q3	$11M	Sell	65,593 -800	-1%	-$134K	0.58%	37
2021 Q2	$11M	Sell	66,393 -451	-0.7%	-$70.6K	0.58%	36
2021 Q1	$9.45M	Sell	66,844 -774	-1%	-$102K	0.54%	42
2020 Q4	$8.18M	Sell	67,618 -3,263	-5%	-$361K	0.5%	48
2020 Q3	$7.11M	Buy	70,881 +227	+0.3%	+$22.3K	0.49%	48
2020 Q2	$6.73M	Buy	70,654 +4,415	+7%	+$406K	0.5%	48
2020 Q1	$5.67M	Buy	66,239 +5,026	+8%	+$585K	0.51%	45
2019 Q4	$7.62M	Buy	61,213 +7,619	+14%	+$911K	0.55%	44
2019 Q3	$6.34M	Buy	53,594 +2,876	+6%	+$353K	0.5%	55
2019 Q2	$6.26M	Buy	50,718 +424	+0.8%	+$49.8K	0.5%	53
2019 Q1	$5.5M	Buy	50,294 +1,562	+3%	+$164K	0.47%	59
2018 Q4	$4.64M	Buy	48,732 +4,948	+11%	+$518K	0.45%	58
2018 Q3	$4.66M	Buy	43,784 +2,295	+6%	+$239K	0.38%	70
2018 Q2	$4.07M	Buy	41,489 +9,752	+31%	+$958K	0.35%	78
2018 Q1	$2.96M	Buy	31,737 +4,562	+17%	+$442K	0.26%	100
2017 Q4	$2.7M	Sell	27,175 -1,497	-5%	-$143K	0.25%	109
2017 Q3	$2.59M	Buy	28,672 +1,581	+6%	+$136K	0.25%	108
2017 Q2	$2.28M	Buy	27,091 +166	+0.6%	+$13.1K	0.22%	124
2017 Q1	$2.13M	Buy	26,925 +1,166	+5%	+$91.2K	0.21%	132
2016 Q4	$1.91M	Sell	25,759 -250	-1%	-$17.3K	0.2%	141
2016 Q3	$1.67M	Sell	26,009 -2,514	-9%	-$162K	0.18%	151
2016 Q2	$1.73M	Buy	28,523 +1,231	+5%	+$78K	0.2%	136
2016 Q1	$1.68M	Sell	27,292 -1,796	-6%	-$104K	0.19%	137
2015 Q4	$2.02M	Sell	29,088 -1,719	-6%	-$125K	0.24%	109
2015 Q3	$2.28M	Buy	30,807 +313	+1%	+$24.1K	0.28%	94
2015 Q2	$2.37M	Buy	30,494 +523	+2%	+$41.5K	0.27%	97
2015 Q1	$2.34M	Buy	29,971 +3,860	+15%	+$321K	0.27%	97
2014 Q4	$2.43M	Buy	26,111 +494	+2%	+$44.3K	0.29%	99
2014 Q3	$2.24M	Buy	25,617 +11	+0%	+$990	0.28%	103
2014 Q2	$2.43M	Sell	25,606 -450	-2%	-$40.6K	0.3%	96
2014 Q1	$2.35M	Buy	26,056 +168	+0.6%	+$15K	0.36%	87
2013 Q4	$2.35M	Sell	25,888 -736	-3%	-$60.5K	0.33%	90
2013 Q3	$2.01M	Sell	26,624 -100	-0.4%	-$7.52K	0.3%	98
2013 Q2	$2M	Buy	+26,724	New	+$1.9M	0.31%	88

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sandy Spring Bank's AXP Position: Q1 2025 in Review

Sandy Spring Bank reduced its American Express (AXP) stake by 1.8% in Q1 2025, selling an estimated $272K and leaving 49,786 shares worth $13.4M. The position accounts for 0.56% of the portfolio, ranked #42.

Sandy Spring Bank first reported a position in AXP in Q2 2013 and has held it in 48 quarters since. The position peaked at $15M in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

Sandy Spring Bank held 49,786 shares of American Express worth $13.4M as of Q1 2025.
Sandy Spring Bank sold 919 American Express shares in Q1 2025, an estimated $272K.
American Express made up 0.56% of Sandy Spring Bank's portfolio in Q1 2025, its #42 holding.
Sandy Spring Bank first reported a position in American Express in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's American Express position peaked at $15M in Q4 2024.
2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.