Baldrige Asset Management’s American Express AXP Stock Holding History

Baldrige Asset Management’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	$39K	Hold	239	–	–	0.02%	186
2022 Q4	$35K	Hold	239	–	–	0.02%	191
2022 Q3	$32K	Sell	239 -4	-2%	-$605	0.02%	188
2022 Q2	$34K	Hold	243	–	–	0.02%	186
2022 Q1	$45K	Hold	243	–	–	0.02%	184
2021 Q4	$40K	Buy	243 +4	+2%	+$682	0.02%	184
2021 Q3	$40K	Hold	239	–	–	0.02%	181
2021 Q2	$39K	Buy	+239	New	+$37.4K	0.02%	181

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

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

Baldrige Asset Management held its American Express (AXP) position steady in Q1 2023 at 239 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #186.

Baldrige Asset Management first reported a position in AXP in Q2 2021 and has held it in 8 quarters since. The position peaked at $45K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

Baldrige Asset Management held 239 shares of American Express worth $39K as of Q1 2023.
Baldrige Asset Management left its American Express share count unchanged in Q1 2023.
American Express made up 0.02% of Baldrige Asset Management's portfolio in Q1 2023, its #186 holding.
Baldrige Asset Management first reported a position in American Express in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's American Express position peaked at $45K in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.