Karpas Strategies’s American Express AXP Stock Holding History

Karpas Strategies’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
2024 Q2	$1.76M	Buy	7,600 +191	+3%	+$44.2K	0.55%	44
2024 Q1	$1.69M	Buy	7,409 +4	+0.1%	+$829	0.52%	46
2023 Q4	$1.39M	Buy	7,405 +5	+0.1%	+$805	0.46%	49
2023 Q3	$1.1M	Buy	7,400 +5	+0.1%	+$818	0.41%	50
2023 Q2	$1.29M	Sell	7,395 -341	-4%	-$55K	0.43%	50
2023 Q1	$1.28M	Sell	7,736 -181	-2%	-$30K	0.45%	49
2022 Q4	$1.17M	Sell	7,917 -70	-0.9%	-$10.4K	0.41%	52
2022 Q3	$1.08M	Buy	7,987 +6	+0.1%	+$908	0.41%	50
2022 Q2	$1.11M	Buy	7,981 +6	+0.1%	+$991	0.39%	53
2022 Q1	$1.49M	Sell	7,975 -200	-2%	-$36.1K	0.47%	50
2021 Q4	$1.34M	Buy	8,175 +225	+3%	+$38.4K	0.43%	54
2021 Q3	$1.38M	Hold	7,950	–	–	0.45%	49
2021 Q2	$1.31M	Hold	7,950	–	–	0.47%	48
2021 Q1	$1.12M	Sell	7,950 -1,750	-18%	-$231K	0.43%	54
2020 Q4	$1.17M	Hold	9,700	–	–	0.46%	50
2020 Q3	$972K	Hold	9,700	–	–	0.45%	49
2020 Q2	$923K	Hold	9,700	–	–	0.44%	51
2020 Q1	$830K	Sell	9,700 -5,550	-36%	-$646K	0.45%	50
2019 Q4	$1.9M	Hold	15,250	–	–	0.71%	37
2019 Q3	$1.8M	Hold	15,250	–	–	0.73%	36
2019 Q2	$1.88M	Hold	15,250	–	–	0.78%	34
2019 Q1	$1.67M	Hold	15,250	–	–	0.7%	36
2018 Q4	$1.45M	Hold	15,250	–	–	0.68%	40
2018 Q3	$1.62M	Hold	15,250	–	–	0.67%	39
2018 Q2	$1.5M	Hold	15,250	–	–	0.65%	41
2018 Q1	$1.42M	Hold	15,250	–	–	0.62%	43
2017 Q4	$1.51M	Hold	15,250	–	–	0.65%	39
2017 Q3	$1.38M	Hold	15,250	–	–	0.61%	41
2017 Q2	$1.28M	Hold	15,250	–	–	0.58%	43
2017 Q1	$1.21M	Hold	15,250	–	–	0.55%	43
2016 Q4	$1.13M	Hold	15,250	–	–	0.53%	44
2016 Q3	$977K	Sell	15,250 -1,050	-6%	-$67.5K	0.48%	45
2016 Q2	$990K	Sell	16,300 -300	-2%	-$19K	0.49%	43
2016 Q1	$1.02M	Hold	16,600	–	–	0.53%	43
2015 Q4	$1.16M	Hold	16,600	–	–	0.61%	40
2015 Q3	$1.23M	Hold	16,600	–	–	0.68%	39
2015 Q2	$1.29M	Hold	16,600	–	–	0.64%	40
2015 Q1	$1.3M	Hold	16,600	–	–	0.63%	39
2014 Q4	$1.54M	Hold	16,600	–	–	0.74%	37
2014 Q3	$1.45M	Hold	16,600	–	–	0.73%	36
2014 Q2	$1.57M	Hold	16,600	–	–	0.79%	33
2014 Q1	$1.49M	Hold	16,600	–	–	0.79%	36
2013 Q4	$1.51M	Hold	16,600	–	–	0.83%	36
2013 Q3	$1.25M	Hold	16,600	–	–	0.73%	39
2013 Q2	$1.24M	Buy	+16,600	New	+$1.18M	0.76%	37

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Karpas Strategies's AXP Position: Q2 2024 in Review

Karpas Strategies increased its American Express (AXP) stake by 2.6% in Q2 2024, buying an estimated $44.2K and bringing the position to 7,600 shares worth $1.76M. The position accounts for 0.55% of the portfolio, ranked #44.

Karpas Strategies first reported a position in AXP in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.9M in Q4 2019. 2,338 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

Karpas Strategies held 7,600 shares of American Express worth $1.76M as of Q2 2024.
Karpas Strategies bought 191 American Express shares in Q2 2024, an estimated $44.2K.
American Express made up 0.55% of Karpas Strategies's portfolio in Q2 2024, its #44 holding.
Karpas Strategies first reported a position in American Express in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's American Express position peaked at $1.9M in Q4 2019.
2,338 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.