KI
AXP icon

Koch Industries’s American Express AXP Stock Holding History

Koch Industries’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
2018
Q2 		– Sell
-5,216
Closed -$487K – 60
2018
Q1 		$487K Buy
5,216
+362
+7% +$35.1K 0.05% 402
2017
Q4 		$482K Buy
4,854
+1,753
+57% +$167K 0.07% 249
2017
Q3 		$281K Buy
+3,101
New +$267K 0.07% 317

Other funds holding AXP

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Koch Industries's AXP Position: Q2 2018 in Review

Koch Industries sold out of American Express (AXP) in Q2 2018, closing a stake of 5,216 shares — an estimated $487K sold.

Koch Industries first reported a position in AXP in Q3 2017 and held it in 3 quarters. The position peaked at $487K in Q1 2018. 1,430 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

  • Koch Industries reported no remaining American Express position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 5,216 American Express shares in Q2 2018, an estimated $487K.
  • Koch Industries first reported a position in American Express in Q3 2017 and held it in 3 quarters.
  • Koch Industries's American Express position peaked at $487K in Q1 2018.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.