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Disciplined Investments’s American Express AXP Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-48
Closed -$8.36K – 233
2023
Q2 		$8.36K Buy
48
+7
+17% +$1.13K ﹤0.01% 344
2023
Q1 		$6.76K Sell
41
-9
-18% -$1.49K ﹤0.01% 389
2022
Q4 		$7.39K Buy
50
+21
+72% +$3.11K ﹤0.01% 347
2022
Q3 		$4K Sell
29
-26
-47% -$3.94K ﹤0.01% 449
2022
Q2 		$8K Buy
55
+4
+8% +$661 ﹤0.01% 389
2022
Q1 		$10K Buy
51
+46
+920% +$8.31K ﹤0.01% 376
2021
Q4 		$1K Buy
+5
New +$853 ﹤0.01% 463
2020
Q3 		– Sell
-33
Closed -$3K – 405
2020
Q2 		$3K Hold
33
– – ﹤0.01% 334
2020
Q1 		$3K Hold
33
– – ﹤0.01% 346
2019
Q4 		$4K Buy
+33
New +$3.94K ﹤0.01% 345

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's AXP Position: Q3 2023 in Review

Disciplined Investments sold out of American Express (AXP) in Q3 2023, closing a stake of 48 shares — an estimated $8.36K sold.

Disciplined Investments first reported a position in AXP in Q4 2019 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

  • Disciplined Investments reported no remaining American Express position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 48 American Express shares in Q3 2023, an estimated $8.36K.
  • Disciplined Investments first reported a position in American Express in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's American Express position peaked at $10K in Q1 2022.
  • 1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.