Farr Miller & Washington’s American Express AXP Stock Holding History

Farr Miller & Washington’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	$302K	Hold	1,804	–	–	0.02%	157
2021 Q2	$298K	Hold	1,804	–	–	0.02%	156
2021 Q1	$255K	Buy	+1,804	New	+$238K	0.02%	166
2020 Q1	–	Sell	-1,765	Closed	-$220K	–	132
2019 Q4	$220K	Buy	+1,765	New	+$211K	0.02%	140
2019 Q3	–	Sell	-1,650	Closed	-$204K	–	138
2019 Q2	$204K	Buy	+1,650	New	+$194K	0.02%	135
2018 Q4	–	Sell	-1,950	Closed	-$208K	–	133
2018 Q3	$208K	Buy	+1,950	New	+$203K	0.02%	145

Other funds holding AXP

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Farr Miller & Washington's AXP Position: Q3 2021 in Review

Farr Miller & Washington held its American Express (AXP) position steady in Q3 2021 at 1,804 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #157.

Farr Miller & Washington first reported a position in AXP in Q3 2018 and has held it in 6 quarters since. 1,870 funds tracked by Wall St. Rank hold AXP as of Q3 2021.

Farr Miller & Washington held 1,804 shares of American Express worth $302K as of Q3 2021.
Farr Miller & Washington left its American Express share count unchanged in Q3 2021.
American Express made up 0.02% of Farr Miller & Washington's portfolio in Q3 2021, its #157 holding.
Farr Miller & Washington first reported a position in American Express in Q3 2018 and has held it in 6 quarters since.
1,870 funds tracked by Wall St. Rank held American Express as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.