LeJeune Puetz Investment Counsel’s American Express AXP Stock Holding History

LeJeune Puetz Investment Counsel’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	$154K	Buy	935 +20	+2%	+$3.32K	0.06%	175
2022 Q4	$135K	Hold	915	–	–	0.05%	179
2022 Q3	$123K	Hold	915	–	–	0.05%	178
2022 Q2	$126K	Hold	915	–	–	0.05%	180
2022 Q1	$171K	Hold	915	–	–	0.06%	165
2021 Q4	$150K	Hold	915	–	–	0.05%	178
2021 Q3	$153K	Buy	+915	New	+$153K	0.06%	171

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LeJeune Puetz Investment Counsel's AXP Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its American Express (AXP) stake by 2.2% in Q1 2023, buying an estimated $3.32K and bringing the position to 935 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #175.

LeJeune Puetz Investment Counsel first reported a position in AXP in Q3 2021 and has held it in 7 quarters since. The position peaked at $171K in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

LeJeune Puetz Investment Counsel held 935 shares of American Express worth $154K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 20 American Express shares in Q1 2023, an estimated $3.32K.
American Express made up 0.06% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #175 holding.
LeJeune Puetz Investment Counsel first reported a position in American Express in Q3 2021 and has held it in 7 quarters since.
LeJeune Puetz Investment Counsel's American Express position peaked at $171K in Q1 2022.
2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.