ZIMP
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Zimmermann Investment Management & Planning’s American Express AXP Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-1,807
Closed -$490K – 16
2024
Q3 		$490K Buy
1,807
+160
+10% +$39.8K 0.15% 87
2024
Q2 		$381K Buy
+1,647
New +$381K 0.13% 97

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

Zimmermann Investment Management & Planning's AXP Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of American Express (AXP) in Q4 2024, closing a stake of 1,807 shares — an estimated $490K sold.

Zimmermann Investment Management & Planning first reported a position in AXP in Q2 2024 and held it in 2 quarters. The position peaked at $490K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,807 American Express shares in Q4 2024, an estimated $490K.
  • Zimmermann Investment Management & Planning first reported a position in American Express in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's American Express position peaked at $490K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.