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Summit Financial Group’s American Express AXP Stock Holding History

Summit Financial 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 		$657K Hold
2,885
– – 0.23% 108
2023
Q4 		$540K Hold
2,885
– – 0.21% 114
2023
Q3 		$430K Sell
2,885
-1,225
-30% -$200K 0.18% 119
2023
Q2 		$716K Hold
4,110
– – 0.28% 99
2023
Q1 		$678K Hold
4,110
– – 0.26% 102
2022
Q4 		$608K Buy
4,110
+660
+19% +$97.8K 0.24% 108
2022
Q3 		$465K Hold
3,450
– – 0.19% 121
2022
Q2 		$478K Hold
3,450
– – 0.18% 122
2022
Q1 		$646K Buy
3,450
+555
+19% +$100K 0.22% 111
2021
Q4 		$473K Buy
2,895
+250
+9% +$42.6K 0.15% 132
2021
Q3 		$443K Hold
2,645
– – 0.16% 133
2021
Q2 		$437K Buy
+2,645
New +$414K 0.16% 130

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

Summit Financial Group's AXP Position: Q1 2024 in Review

Summit Financial Group held its American Express (AXP) position steady in Q1 2024 at 2,885 shares worth $657K. The position accounts for 0.23% of the portfolio, ranked #108.

Summit Financial Group first reported a position in AXP in Q2 2021 and has held it in 12 quarters since. The position peaked at $716K in Q2 2023. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Summit Financial Group held 2,885 shares of American Express worth $657K as of Q1 2024.
  • Summit Financial Group left its American Express share count unchanged in Q1 2024.
  • American Express made up 0.23% of Summit Financial Group's portfolio in Q1 2024, its #108 holding.
  • Summit Financial Group first reported a position in American Express in Q2 2021 and has held it in 12 quarters since.
  • Summit Financial Group's American Express position peaked at $716K in Q2 2023.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.