Brown Shipley & Co’s American Express AXP Stock Holding History

Brown Shipley & Co’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	-280	Closed	-$63.6K	–	89
2024 Q1	$63.6K	Buy	+280	New	+$58.1K	0.02%	73
2023 Q3	–	Sell	-281	Closed	-$49K	–	97
2023 Q2	$49K	Buy	+281	New	+$45.3K	0.02%	87

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

Brown Shipley & Co's AXP Position: Q2 2024 in Review

Brown Shipley & Co sold out of American Express (AXP) in Q2 2024, closing a stake of 280 shares — an estimated $63.6K sold.

Brown Shipley & Co first reported a position in AXP in Q2 2023 and held it in 2 quarters. The position peaked at $63.6K in Q1 2024. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Brown Shipley & Co reported no remaining American Express position as of Q2 2024 after selling out during the quarter.
Brown Shipley & Co sold 280 American Express shares in Q2 2024, an estimated $63.6K.
Brown Shipley & Co first reported a position in American Express in Q2 2023 and held it in 2 quarters.
Brown Shipley & Co's American Express position peaked at $63.6K in Q1 2024.
2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Brown Shipley & Co's 13F filing for Q2 2024, filed 19 Aug 2024.