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James Hambro & Partners’s American Express AXP Stock Holding History

James Hambro & Partners’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
2022
Q1 		– Sell
-1,373
Closed -$225K – 70
2021
Q4 		$225K Buy
+1,373
New +$234K 0.02% 70
2021
Q1 		– Sell
-2,715
Closed -$328K – 97
2020
Q4 		$328K Buy
+2,715
New +$301K 0.04% 62
2020
Q1 		– Sell
-3,950
Closed -$492K – 52
2019
Q4 		$492K Hold
3,950
– – 0.08% 38
2019
Q3 		$467K Buy
+3,950
New +$484K 0.09% 36
2019
Q1 		$432K Sell
3,950
-65
-2% -$6.83K 0.13% 36
2018
Q4 		$383K Buy
+4,015
New +$420K 0.15% 36

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

James Hambro & Partners's AXP Position: Q1 2022 in Review

James Hambro & Partners sold out of American Express (AXP) in Q1 2022, closing a stake of 1,373 shares — an estimated $225K sold.

James Hambro & Partners first reported a position in AXP in Q4 2018 and held it in 6 quarters. The position peaked at $492K in Q4 2019. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • James Hambro & Partners reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • James Hambro & Partners sold 1,373 American Express shares in Q1 2022, an estimated $225K.
  • James Hambro & Partners first reported a position in American Express in Q4 2018 and held it in 6 quarters.
  • James Hambro & Partners's American Express position peaked at $492K in Q4 2019.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on James Hambro & Partners's 13F filing for Q1 2022, filed 5 May 2022.