James Investment Research’s American Express AXP Stock Holding History

James Investment Research’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	–	Sell	-20	Closed	-$3K	–	298
2023 Q1	$3K	Hold	20	–	–	﹤0.01%	510
2022 Q4	$3K	Hold	20	–	–	﹤0.01%	504
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	484
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	469
2022 Q1	$4K	Sell	20 -1	-5%	-$181	﹤0.01%	459
2021 Q4	$3K	Hold	21	–	–	﹤0.01%	476
2021 Q3	$4K	Hold	21	–	–	﹤0.01%	455
2021 Q2	$3K	Hold	21	–	–	﹤0.01%	471
2021 Q1	$3K	Buy	+21	New	+$2.77K	﹤0.01%	452
2018 Q3	–	Sell	-19,815	Closed	-$1.94M	–	788
2018 Q2	$1.94M	Buy	+19,815	New	+$1.95M	0.07%	380
2016 Q3	–	Sell	-6	Closed	–	–	558
2016 Q2	$0	Buy	+6	New	+$380	﹤0.01%	530
2015 Q1	–	Sell	-433	Closed	-$40K	–	518
2014 Q4	$40K	Buy	+433	New	+$38.8K	﹤0.01%	392
2014 Q2	–	Sell	-425	Closed	-$38K	–	509
2014 Q1	$38K	Sell	425 -250	-37%	-$22.3K	﹤0.01%	391
2013 Q4	$61K	Hold	675	–	–	﹤0.01%	362
2013 Q3	$51K	Hold	675	–	–	﹤0.01%	365
2013 Q2	$50K	Buy	+675	New	+$48K	﹤0.01%	365

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

James Investment Research's AXP Position: Q2 2023 in Review

James Investment Research sold out of American Express (AXP) in Q2 2023, closing a stake of 20 shares — an estimated $3K sold.

James Investment Research first reported a position in AXP in Q2 2013 and held it in 16 quarters. The position peaked at $1.94M in Q2 2018. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

James Investment Research reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 20 American Express shares in Q2 2023, an estimated $3K.
James Investment Research first reported a position in American Express in Q2 2013 and held it in 16 quarters.
James Investment Research's American Express position peaked at $1.94M in Q2 2018.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.