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Arlington Partners’s American Express AXP Stock Holding History

Arlington 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
2024
Q1 		– Sell
-64
Closed -$12K – 76
2023
Q4 		$12K Buy
+64
New +$10.3K ﹤0.01% 210
2023
Q3 		– Sell
-609
Closed -$106K – 367
2023
Q2 		$106K Sell
609
-247
-29% -$39.9K 0.02% 237
2023
Q1 		$141K Sell
856
-141
-14% -$23.4K 0.02% 160
2022
Q4 		$147K Buy
997
+650
+187% +$96.3K 0.02% 112
2022
Q3 		$47K Sell
347
-311
-47% -$47.1K 0.02% 198
2022
Q2 		$91K Hold
658
– – 0.03% 174
2022
Q1 		$123K Hold
658
– – 0.03% 152
2021
Q4 		$108K Buy
658
+87
+15% +$14.8K 0.03% 190
2021
Q3 		$96K Buy
571
+311
+120% +$52K 0.03% 175
2021
Q2 		$43K Hold
260
– – 0.01% 205
2021
Q1 		$37K Hold
260
– – 0.01% 267
2020
Q4 		$31K Hold
260
– – 0.01% 125
2020
Q3 		$26K Sell
260
-31
-11% -$3.05K 0.01% 117
2020
Q2 		$28K Sell
291
-88
-23% -$8.1K 0.02% 118
2020
Q1 		$32K Buy
379
+74
+24% +$8.61K 0.02% 137
2019
Q4 		$38K Hold
305
– – 0.02% 140
2019
Q3 		$36K Hold
305
– – 0.02% 117
2019
Q2 		$38K Sell
305
-500
-62% -$58.7K 0.02% 138
2019
Q1 		$88K Hold
805
– – 0.06% 103
2018
Q4 		$77K Buy
805
+5
+0.6% +$523 0.05% 96
2018
Q3 		$85K Buy
+800
New +$83.2K 0.06% 103
2018
Q2 		– Sell
-300
Closed -$28K – 135
2018
Q1 		$28K Buy
+300
New +$29.1K 0.03% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arlington Partners's AXP Position: Q1 2024 in Review

Arlington Partners sold out of American Express (AXP) in Q1 2024, closing a stake of 64 shares — an estimated $12K sold.

Arlington Partners first reported a position in AXP in Q1 2018 and held it in 22 quarters. The position peaked at $147K in Q4 2022. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Arlington Partners reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 64 American Express shares in Q1 2024, an estimated $12K.
  • Arlington Partners first reported a position in American Express in Q1 2018 and held it in 22 quarters.
  • Arlington Partners's American Express position peaked at $147K in Q4 2022.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.