First Command Bank’s American Express AXP Stock Holding History

First Command Bank’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 Q2	$954K	Sell	5,479 -75	-1%	-$12.1K	0.09%	55
2023 Q1	$916K	Sell	5,554 -850	-13%	-$141K	0.09%	51
2022 Q4	$946K	Sell	6,404 -691	-10%	-$102K	0.12%	46
2022 Q3	$957K	Sell	7,095 -496	-7%	-$75.1K	0.14%	39
2022 Q2	$1.05M	Sell	7,591 -674	-8%	-$111K	0.15%	37
2022 Q1	$1.55M	Buy	8,265 +6,204	+301%	+$1.12M	0.21%	29
2021 Q4	$345K	Hold	2,061	–	–	0.06%	105
2021 Q3	$345K	Buy	2,061 +703	+52%	+$118K	0.06%	105
2021 Q2	$225K	Hold	1,358	–	–	0.03%	132
2021 Q1	$192K	Sell	1,358 -146	-10%	-$19.3K	0.04%	129
2020 Q4	$182K	Buy	1,504 +33	+2%	+$3.65K	0.04%	121
2020 Q3	$147K	Sell	1,471 -127	-8%	-$12.5K	0.04%	127
2020 Q2	$152K	Sell	1,598 -333	-17%	-$30.7K	0.05%	128
2020 Q1	$165K	Sell	1,931 -341	-15%	-$39.7K	0.09%	121
2019 Q4	$283K	Buy	2,272 +116	+5%	+$13.9K	0.13%	102
2019 Q3	$255K	Buy	2,156 +124	+6%	+$15.2K	0.13%	101
2019 Q2	$251K	Hold	2,032	–	–	0.13%	101
2019 Q1	$222K	Hold	2,032	–	–	0.11%	106
2018 Q4	$194K	Hold	2,032	–	–	0.1%	107
2018 Q3	$217K	Sell	2,032 -157	-7%	-$16.3K	0.06%	109
2018 Q2	$215K	Sell	2,189 -129	-6%	-$12.7K	0.06%	111
2018 Q1	$216K	Buy	2,318 +90	+4%	+$8.72K	0.12%	97
2017 Q4	$221K	Sell	2,228 -159	-7%	-$15.1K	0.12%	99
2017 Q3	$216K	Sell	2,387 -462	-16%	-$39.7K	0.13%	97
2017 Q2	$240K	Buy	2,849 +127	+5%	+$10K	0.16%	91
2017 Q1	$216K	Hold	2,722	–	–	0.15%	90
2016 Q4	$201K	Buy	+2,722	New	+$188K	0.16%	92

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Command Bank's AXP Position: Q2 2023 in Review

First Command Bank reduced its American Express (AXP) stake by 1.4% in Q2 2023, selling an estimated $12.1K and leaving 5,479 shares worth $954K. The position accounts for 0.09% of the portfolio, ranked #55.

First Command Bank first reported a position in AXP in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.55M in Q1 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

First Command Bank held 5,479 shares of American Express worth $954K as of Q2 2023.
First Command Bank sold 75 American Express shares in Q2 2023, an estimated $12.1K.
American Express made up 0.09% of First Command Bank's portfolio in Q2 2023, its #55 holding.
First Command Bank first reported a position in American Express in Q4 2016 and has held it in 27 quarters since.
First Command Bank's American Express position peaked at $1.55M in Q1 2022.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.