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Lakewood Asset Management’s American Express AXP Stock Holding History

Lakewood Asset Management’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
Q1 		– Sell
-249
Closed -$37K – 119
2022
Q4 		$37K Buy
+249
New +$36.9K 0.03% 195

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lakewood Asset Management's AXP Position: Q1 2023 in Review

Lakewood Asset Management sold out of American Express (AXP) in Q1 2023, closing a stake of 249 shares — an estimated $37K sold.

Lakewood Asset Management first reported a position in AXP in Q4 2022 and held it in 1 quarter. The position peaked at $37K in Q4 2022. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Lakewood Asset Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 249 American Express shares in Q1 2023, an estimated $37K.
  • Lakewood Asset Management first reported a position in American Express in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's American Express position peaked at $37K in Q4 2022.
  • 2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.