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Appleton Partners’s American Express AXP Stock Holding History

Appleton Partners’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
2020
Q4 		– Sell
-3,042
Closed -$305K – 275
2020
Q3 		$305K Sell
3,042
-218
-7% -$21.4K 0.03% 219
2020
Q2 		$310K Sell
3,260
-2
-0.1% -$184 0.04% 214
2020
Q1 		$279K Buy
3,262
+172
+6% +$20K 0.04% 221
2019
Q4 		$385K Sell
3,090
-287
-8% -$34.3K 0.04% 217
2019
Q3 		$399K Buy
3,377
+287
+9% +$35.2K 0.05% 211
2019
Q2 		$381K Buy
3,090
+525
+20% +$61.7K 0.05% 208
2019
Q1 		$280K Sell
2,565
-175
-6% -$18.4K 0.04% 227
2018
Q4 		$261K Sell
2,740
-85
-3% -$8.89K 0.04% 226
2018
Q3 		$301K Sell
2,825
-6
-0.2% -$624 0.04% 220
2018
Q2 		$277K Buy
2,831
+181
+7% +$17.8K 0.04% 228
2018
Q1 		$247K Hold
2,650
– – 0.04% 233
2017
Q4 		$263K Hold
2,650
– – 0.04% 232
2017
Q3 		$240K Sell
2,650
-8
-0.3% -$688 0.04% 220
2017
Q2 		$224K Buy
2,658
+8
+0.3% +$633 0.04% 222
2017
Q1 		$210K Sell
2,650
-170
-6% -$13.3K 0.04% 224
2016
Q4 		$209K Buy
+2,820
New +$195K 0.04% 198
2016
Q3 		– Sell
-5,477
Closed -$333K – 214
2016
Q2 		$333K Buy
5,477
+240
+5% +$15.2K 0.07% 162
2016
Q1 		$322K Sell
5,237
-858
-14% -$49.9K 0.06% 170
2015
Q4 		$424K Buy
+6,095
New +$444K 0.08% 155
2015
Q3 		– Sell
-2,597
Closed -$202K – 201
2015
Q2 		$202K Sell
2,597
-150
-5% -$11.9K 0.05% 180
2015
Q1 		$215K Sell
2,747
-580
-17% -$48.2K 0.05% 172
2014
Q4 		$310K Hold
3,327
– – 0.07% 147
2014
Q3 		$291K Buy
3,327
+1,142
+52% +$103K 0.07% 149
2014
Q2 		$207K Sell
2,185
-685
-24% -$61.7K 0.05% 169
2014
Q1 		$258K Sell
2,870
-39
-1% -$3.48K 0.06% 153
2013
Q4 		$264K Hold
2,909
– – 0.06% 144
2013
Q3 		$220K Buy
+2,909
New +$219K 0.06% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Partners's AXP Position: Q4 2020 in Review

Appleton Partners sold out of American Express (AXP) in Q4 2020, closing a stake of 3,042 shares — an estimated $305K sold.

Appleton Partners first reported a position in AXP in Q3 2013 and held it in 27 quarters. The position peaked at $424K in Q4 2015. 1,721 funds tracked by Wall St. Rank hold AXP as of Q4 2020.

  • Appleton Partners reported no remaining American Express position as of Q4 2020 after selling out during the quarter.
  • Appleton Partners sold 3,042 American Express shares in Q4 2020, an estimated $305K.
  • Appleton Partners first reported a position in American Express in Q3 2013 and held it in 27 quarters.
  • Appleton Partners's American Express position peaked at $424K in Q4 2015.
  • 1,721 funds tracked by Wall St. Rank held American Express as of Q4 2020.

Based on Appleton Partners's 13F filing for Q4 2020, filed 19 Jan 2021.