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Summit X LLC’s American Express AXP Stock Holding History

Summit X LLC’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
2023
Q3 		– Sell
-3,442
Closed -$600K – 190
2023
Q2 		$600K Buy
3,442
+4
+0.1% +$645 0.15% 141
2023
Q1 		$567K Sell
3,438
-111
-3% -$18.4K 0.15% 141
2022
Q4 		$492K Sell
3,549
-131
-4% -$19.4K 0.14% 150
2022
Q3 		$495K Buy
3,680
+130
+4% +$19.7K 0.15% 155
2022
Q2 		$492K Buy
3,550
+15
+0.4% +$2.48K 0.14% 151
2022
Q1 		$655K Buy
+3,535
New +$638K 0.16% 130
2020
Q4 		– Sell
-755
Closed -$3.41K – 263
2020
Q3 		$3.41K Buy
+755
New +$74.3K 0.06% 151

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit X LLC's AXP Position: Q3 2023 in Review

Summit X LLC sold out of American Express (AXP) in Q3 2023, closing a stake of 3,442 shares — an estimated $600K sold.

Summit X LLC first reported a position in AXP in Q3 2020 and held it in 7 quarters. The position peaked at $655K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Summit X LLC reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 3,442 American Express shares in Q3 2023, an estimated $600K.
  • Summit X LLC first reported a position in American Express in Q3 2020 and held it in 7 quarters.
  • Summit X LLC's American Express position peaked at $655K in Q1 2022.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.