Altium Wealth Management’s American Express AXP Stock Holding History

Altium Wealth Management’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
2022 Q2	$2.56M	Buy	18,467 +1,626	+10%	+$269K	0.18%	69
2022 Q1	$3.15M	Sell	16,841 -1,226	-7%	-$221K	0.2%	60
2021 Q4	$2.96M	Buy	18,067 +51	+0.3%	+$8.7K	0.19%	63
2021 Q3	$3.02M	Sell	18,016 -84	-0.5%	-$14K	0.22%	55
2021 Q2	$2.99M	Sell	18,100 -365	-2%	-$57.2K	0.22%	51
2021 Q1	$2.61M	Buy	18,465 +2,684	+17%	+$355K	0.21%	56
2020 Q4	$1.91M	Buy	15,781 +361	+2%	+$40K	0.17%	68
2020 Q3	$1.55M	Sell	15,420 -19	-0.1%	-$1.87K	0.16%	75
2020 Q2	$1.47M	Sell	15,439 -2,005	-11%	-$185K	0.17%	70
2020 Q1	$1.49M	Buy	17,444 +1,156	+7%	+$135K	0.2%	62
2019 Q4	$2.03M	Buy	16,288 +538	+3%	+$64.3K	0.24%	57
2019 Q3	$1.86M	Buy	15,750 +995	+7%	+$122K	0.25%	54
2019 Q2	$1.82M	Buy	14,755 +1,319	+10%	+$155K	0.26%	52
2019 Q1	$1.47M	Buy	13,436 +393	+3%	+$41.3K	0.23%	58
2018 Q4	$1.24M	Buy	13,043 +1,595	+14%	+$167K	0.24%	59
2018 Q3	$1.22M	Buy	11,448 +2,573	+29%	+$268K	0.23%	68
2018 Q2	$870K	Buy	8,875 +1,009	+13%	+$99.1K	0.23%	81
2018 Q1	$733K	Buy	7,866 +444	+6%	+$43K	0.29%	56
2017 Q4	$737K	Buy	+7,422	New	+$707K	0.34%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's AXP Position: Q2 2022 in Review

Altium Wealth Management increased its American Express (AXP) stake by 9.7% in Q2 2022, buying an estimated $269K and bringing the position to 18,467 shares worth $2.56M. The position accounts for 0.18% of the portfolio, ranked #69.

Altium Wealth Management first reported a position in AXP in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.15M in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Altium Wealth Management held 18,467 shares of American Express worth $2.56M as of Q2 2022.
Altium Wealth Management bought 1,626 American Express shares in Q2 2022, an estimated $269K.
American Express made up 0.18% of Altium Wealth Management's portfolio in Q2 2022, its #69 holding.
Altium Wealth Management first reported a position in American Express in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's American Express position peaked at $3.15M in Q1 2022.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.