6 Meridian’s American Express AXP Stock Holding History

6 Meridian’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
2021 Q4	$4.75M	Sell	29,048 -493	-2%	-$84.1K	0.35%	53
2021 Q3	$4.95M	Buy	+29,541	New	+$4.94M	0.39%	50
2020 Q1	–	Sell	-55,056	Closed	-$6.85M	–	477
2019 Q4	$6.85M	Buy	55,056 +1,104	+2%	+$132K	0.6%	60
2019 Q3	$6.38M	Buy	+53,952	New	+$6.62M	0.62%	60

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

6 Meridian's AXP Position: Q4 2021 in Review

6 Meridian reduced its American Express (AXP) stake by 1.7% in Q4 2021, selling an estimated $84.1K and leaving 29,048 shares worth $4.75M. The position accounts for 0.35% of the portfolio, ranked #53.

6 Meridian first reported a position in AXP in Q3 2019 and has held it in 4 quarters since. The position peaked at $6.85M in Q4 2019. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

6 Meridian held 29,048 shares of American Express worth $4.75M as of Q4 2021.
6 Meridian sold 493 American Express shares in Q4 2021, an estimated $84.1K.
American Express made up 0.35% of 6 Meridian's portfolio in Q4 2021, its #53 holding.
6 Meridian first reported a position in American Express in Q3 2019 and has held it in 4 quarters since.
6 Meridian's American Express position peaked at $6.85M in Q4 2019.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.