Asset Management Corp’s American Express AXP Stock Holding History

Asset Management Corp’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 Q1	$464K	Buy	2,812 +2	+0.1%	+$332	0.36%	65
2022 Q4	$415K	Buy	2,810 +2	+0.1%	+$296	0.35%	80
2022 Q3	$379K	Sell	2,808 -152	-5%	-$23K	0.23%	93
2022 Q2	$410K	Buy	2,960 +2	+0.1%	+$330	0.27%	92
2022 Q1	$553K	Sell	2,958 -1,010	-25%	-$182K	0.28%	84
2021 Q4	$649K	Sell	3,968 -271	-6%	-$46.2K	0.32%	80
2021 Q3	$710K	Sell	4,239 -499	-11%	-$83.4K	0.36%	72
2021 Q2	$783K	Sell	4,738 -1,246	-21%	-$195K	0.45%	55
2021 Q1	$846	Sell	5,984 -218	-4%	-$28.8K	0.36%	56
2020 Q4	$758K	Sell	6,202 -1,013	-14%	-$112K	0.42%	63
2020 Q3	$723K	Buy	7,215 +1,205	+20%	+$119K	0.44%	55
2020 Q2	$572K	Sell	6,010 -317	-5%	-$29.2K	0.36%	61
2020 Q1	$542K	Buy	6,327 +2,897	+84%	+$337K	0.49%	54
2019 Q4	$427K	Buy	+3,430	New	+$410K	0.3%	91

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

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

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

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

Asset Management Corp's AXP Position: Q1 2023 in Review

Asset Management Corp increased its American Express (AXP) stake by 0.07% in Q1 2023, buying an estimated $332 and bringing the position to 2,812 shares worth $464K. The position accounts for 0.36% of the portfolio, ranked #65.

Asset Management Corp first reported a position in AXP in Q4 2019 and has held it in 14 quarters since. The position peaked at $783K in Q2 2021. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Asset Management Corp held 2,812 shares of American Express worth $464K as of Q1 2023.
Asset Management Corp bought 2 American Express shares in Q1 2023, an estimated $332.
American Express made up 0.36% of Asset Management Corp's portfolio in Q1 2023, its #65 holding.
Asset Management Corp first reported a position in American Express in Q4 2019 and has held it in 14 quarters since.
Asset Management Corp's American Express position peaked at $783K in Q2 2021.
2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.