Baker Boyer National Bank’s American Express AXP Stock Holding History

Baker Boyer National Bank’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 Q2	–	Sell	-1,678	Closed	-$382K	–	76
2024 Q1	$382K	Buy	1,678 +85	+5%	+$17.6K	0.13%	63
2023 Q4	$298K	Hold	1,593	–	–	0.11%	71
2023 Q3	$238K	Hold	1,593	–	–	0.1%	77
2023 Q2	$278K	Hold	1,593	–	–	0.1%	75
2023 Q1	$263K	Hold	1,593	–	–	0.1%	72
2022 Q4	$235K	Hold	1,593	–	–	0.1%	74
2022 Q3	$215K	Hold	1,593	–	–	0.1%	75
2022 Q2	$221K	Hold	1,593	–	–	0.11%	76
2022 Q1	$298K	Hold	1,593	–	–	0.14%	74
2021 Q4	$261K	Buy	+1,593	New	+$272K	0.12%	75
2021 Q2	$221K	Buy	+1,593	New	+$249K	0.11%	76
2018 Q1	$215K	Hold	2,300	–	–	0.65%	63
2017 Q4	$228K	Hold	2,300	–	–	0.69%	52
2017 Q3	$208K	Buy	+2,300	New	+$198K	0.69%	54

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Baker Boyer National Bank's AXP Position: Q2 2024 in Review

Baker Boyer National Bank sold out of American Express (AXP) in Q2 2024, closing a stake of 1,678 shares — an estimated $382K sold.

Baker Boyer National Bank first reported a position in AXP in Q3 2017 and held it in 14 quarters. The position peaked at $382K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Baker Boyer National Bank reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Baker Boyer National Bank sold 1,678 American Express shares in Q2 2024, an estimated $382K.
Baker Boyer National Bank first reported a position in American Express in Q3 2017 and held it in 14 quarters.
Baker Boyer National Bank's American Express position peaked at $382K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Baker Boyer National Bank's 13F filing for Q2 2024, filed 7 Aug 2024.