Sugarloaf Wealth Management’s American Express AXP Stock Holding History

Sugarloaf Wealth Management’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	$12.5K	Hold	42	–	–	﹤0.01%	465
2024 Q3	$11.4K	Hold	42	–	–	﹤0.01%	487
2024 Q2	$9.72K	Hold	42	–	–	﹤0.01%	482
2024 Q1	$9.56K	Hold	42	–	–	﹤0.01%	488
2023 Q4	$7.87K	Hold	42	–	–	﹤0.01%	510
2023 Q3	$6.27K	Hold	42	–	–	﹤0.01%	516
2023 Q2	$7.32K	Sell	42 -95	-69%	-$15.3K	﹤0.01%	512
2023 Q1	$22.7K	Hold	137	–	–	0.01%	378
2022 Q4	$20.3K	Sell	137 -1	-0.7%	-$148	0.01%	404
2022 Q3	$19K	Buy	138 +1	+0.7%	+$151	﹤0.01%	427
2022 Q2	$19K	Hold	137	–	–	﹤0.01%	416
2022 Q1	$26K	Hold	137	–	–	0.01%	370
2021 Q4	$22K	Hold	137	–	–	0.01%	407
2021 Q3	$23K	Buy	137 +1	+0.7%	+$167	0.01%	395
2021 Q2	$22K	Hold	136	–	–	0.01%	400
2021 Q1	$19	Buy	136 +1	+0.7%	+$132	0.01%	412
2020 Q4	$16K	Buy	135 +10	+8%	+$1.11K	0.01%	418
2020 Q3	$13K	Buy	125 +16	+15%	+$1.57K	﹤0.01%	420
2020 Q2	$10K	Hold	109	–	–	﹤0.01%	445
2020 Q1	$9K	Buy	109 +92	+541%	+$10.7K	﹤0.01%	440
2019 Q4	$2K	Buy	+17	New	+$2.03K	﹤0.01%	625

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

Sugarloaf Wealth Management's AXP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its American Express (AXP) position steady in Q4 2024 at 42 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Sugarloaf Wealth Management first reported a position in AXP in Q4 2019 and has held it in 21 quarters since. The position peaked at $26K in Q1 2022. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Sugarloaf Wealth Management held 42 shares of American Express worth $12.5K as of Q4 2024.
Sugarloaf Wealth Management left its American Express share count unchanged in Q4 2024.
American Express made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #465 holding.
Sugarloaf Wealth Management first reported a position in American Express in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's American Express position peaked at $26K in Q1 2022.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.