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J.M. Forbes & Co’s American Express AXP Stock Holding History

J.M. Forbes & Co’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
2020
Q1 		– Sell
-79,297
Closed -$9.87M – 91
2019
Q4 		$9.87M Buy
79,297
+7,952
+11% +$950K 1.62% 33
2019
Q3 		$8.44M Buy
71,345
+239
+0.3% +$29.3K 1.62% 32
2019
Q2 		$8.78M Buy
+71,106
New +$8.35M 1.69% 33

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

J.M. Forbes & Co's AXP Position: Q1 2020 in Review

J.M. Forbes & Co sold out of American Express (AXP) in Q1 2020, closing a stake of 79,297 shares — an estimated $9.87M sold.

J.M. Forbes & Co first reported a position in AXP in Q2 2019 and held it in 3 quarters. The position peaked at $9.87M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • J.M. Forbes & Co reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • J.M. Forbes & Co sold 79,297 American Express shares in Q1 2020, an estimated $9.87M.
  • J.M. Forbes & Co first reported a position in American Express in Q2 2019 and held it in 3 quarters.
  • J.M. Forbes & Co's American Express position peaked at $9.87M in Q4 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on J.M. Forbes & Co's 13F filing for Q1 2020, filed 15 May 2020.