Campbell Newman Asset Management’s American Express AXP Stock Holding History

Campbell Newman 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
2021 Q4	–	Sell	-13,601	Closed	-$2.28M	–	117
2021 Q3	$2.28M	Sell	13,601 -195,676	-94%	-$32.7M	0.23%	53
2021 Q2	$34.6M	Buy	209,277 +1,009	+0.5%	+$158K	3.39%	6
2021 Q1	$29.5M	Buy	208,268 +53,466	+35%	+$7.06M	3.1%	9
2020 Q4	$18.7M	Buy	154,802 +66,320	+75%	+$7.35M	2.12%	20
2020 Q3	$8.87M	Buy	+88,482	New	+$8.7M	1.14%	32
2015 Q2	–	Sell	-10,604	Closed	-$828K	–	88
2015 Q1	$828K	Sell	10,604 -284	-3%	-$23.6K	0.15%	57
2014 Q4	$1.01M	Sell	10,888 -80	-0.7%	-$7.17K	0.19%	47
2014 Q3	$960K	Sell	10,968 -950	-8%	-$85.5K	0.19%	50
2014 Q2	$1.13M	Sell	11,918 -470	-4%	-$42.4K	0.22%	47
2014 Q1	$1.11M	Sell	12,388 -220	-2%	-$19.7K	0.24%	46
2013 Q4	$1.14M	Sell	12,608 -40	-0.3%	-$3.29K	0.27%	47
2013 Q3	$955K	Sell	12,648 -167	-1%	-$12.6K	0.23%	50
2013 Q2	$958K	Buy	+12,815	New	+$912K	0.21%	47

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Campbell Newman Asset Management's AXP Position: Q4 2021 in Review

Campbell Newman Asset Management sold out of American Express (AXP) in Q4 2021, closing a stake of 13,601 shares — an estimated $2.28M sold.

Campbell Newman Asset Management first reported a position in AXP in Q2 2013 and held it in 13 quarters. The position peaked at $34.6M in Q2 2021. 1,998 funds tracked by Wall St. Rank hold AXP as of Q4 2021.

Campbell Newman Asset Management reported no remaining American Express position as of Q4 2021 after selling out during the quarter.
Campbell Newman Asset Management sold 13,601 American Express shares in Q4 2021, an estimated $2.28M.
Campbell Newman Asset Management first reported a position in American Express in Q2 2013 and held it in 13 quarters.
Campbell Newman Asset Management's American Express position peaked at $34.6M in Q2 2021.
1,998 funds tracked by Wall St. Rank held American Express as of Q4 2021.

Based on Campbell Newman Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.