Ownership history in Stone Summit Wealth LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Stone Summit Wealth LLC outperformed the S&P 500 by +14.2% annually on this AXP position. Timing score: 31% (5/16 decisions correct). Average cost basis: $156.92. Maximum drawdown during holding period: β27.4%.
π₯ Exceptional β beat the S&P 500 by 14.2% per year on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 16 add/trim decisions correct
Best entry: $129.19 (2022 Q3) Β· Worst: $316.67 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 10 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.43% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size