Armstrong Shaw Associates’s American Express AXP Stock Holding History

Armstrong Shaw Associates’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
2023 Q3	$229K	Hold	1,534	–	–	0.24%	40
2023 Q2	$267K	Hold	1,534	–	–	0.27%	41
2023 Q1	$253K	Hold	1,534	–	–	0.25%	41
2022 Q4	$227K	Hold	1,534	–	–	0.23%	40
2022 Q3	$207K	Hold	1,534	–	–	0.22%	41
2022 Q2	$213K	Hold	1,534	–	–	0.21%	40
2022 Q1	$287K	Hold	1,534	–	–	0.24%	39
2021 Q4	$251K	Hold	1,534	–	–	0.2%	40
2021 Q3	$257K	Hold	1,534	–	–	0.22%	39
2021 Q2	$253K	Hold	1,534	–	–	0.22%	39
2021 Q1	$217K	Buy	+1,534	New	+$203K	0.2%	42

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Armstrong Shaw Associates's AXP Position: Q3 2023 in Review

Armstrong Shaw Associates held its American Express (AXP) position steady in Q3 2023 at 1,534 shares worth $229K. The position accounts for 0.24% of the portfolio, ranked #40.

Armstrong Shaw Associates first reported a position in AXP in Q1 2021 and has held it in 11 quarters since. The position peaked at $287K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Armstrong Shaw Associates held 1,534 shares of American Express worth $229K as of Q3 2023.
Armstrong Shaw Associates left its American Express share count unchanged in Q3 2023.
American Express made up 0.24% of Armstrong Shaw Associates's portfolio in Q3 2023, its #40 holding.
Armstrong Shaw Associates first reported a position in American Express in Q1 2021 and has held it in 11 quarters since.
Armstrong Shaw Associates's American Express position peaked at $287K in Q1 2022.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Armstrong Shaw Associates's 13F filing for Q3 2023, filed 13 Oct 2023.