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Derby & Company’s American Express AXP Stock Holding History

Derby & Company’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
Q3 		$543K Hold
3,240
– – 0.11% 52
2021
Q2 		$535K Hold
3,240
– – 0.11% 53
2021
Q1 		$458K Hold
3,240
– – 0.1% 57
2020
Q4 		$392K Hold
3,240
– – 0.1% 53
2020
Q3 		$325K Hold
3,240
– – 0.09% 55
2020
Q2 		$308K Buy
3,240
+300
+10% +$27.6K 0.1% 51
2020
Q1 		$252K Hold
2,940
– – 0.1% 34
2019
Q4 		$366K Buy
+2,940
New +$351K 0.14% 39

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Derby & Company's AXP Position: Q3 2021 in Review

Derby & Company held its American Express (AXP) position steady in Q3 2021 at 3,240 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #52.

Derby & Company first reported a position in AXP in Q4 2019 and has held it in 8 quarters since. 1,872 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

  • Derby & Company held 3,240 shares of American Express worth $543K as of Q3 2021.
  • Derby & Company left its American Express share count unchanged in Q3 2021.
  • American Express made up 0.11% of Derby & Company's portfolio in Q3 2021, its #52 holding.
  • Derby & Company first reported a position in American Express in Q4 2019 and has held it in 8 quarters since.
  • 1,872 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.