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Lenox Wealth Management’s American Express AXP Stock Holding History

Lenox Wealth 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
2020
Q2 		$105K Buy
1,105
+138
+14% +$12.7K 0.03% 196
2020
Q1 		$82K Sell
967
-90
-9% -$10.5K 0.03% 205
2019
Q4 		$132K Sell
1,057
-81
-7% -$9.68K 0.04% 191
2019
Q3 		$134K Hold
1,138
– – 0.04% 172
2019
Q2 		$140K Buy
1,138
+9
+0.8% +$1.06K 0.04% 158
2019
Q1 		$123K Hold
1,129
– – 0.04% 160
2018
Q4 		$108K Buy
1,129
+22
+2% +$2.3K 0.04% 150
2018
Q3 		$118K Buy
1,107
+8
+0.7% +$832 0.04% 180
2018
Q2 		$108K Buy
1,099
+21
+2% +$2.06K 0.03% 169
2018
Q1 		$100K Buy
1,078
+56
+5% +$5.42K 0.03% 171
2017
Q4 		$101K Buy
1,022
+3
+0.3% +$286 0.03% 161
2017
Q3 		$92K Sell
1,019
-7
-0.7% -$602 0.03% 171
2017
Q2 		$86K Sell
1,026
-53
-5% -$4.19K 0.03% 161
2017
Q1 		$85K Buy
1,079
+35
+3% +$2.74K 0.06% 64
2016
Q4 		$77K Buy
1,044
+9
+0.9% +$623 0.06% 80
2016
Q3 		$66K Sell
1,035
-2
-0.2% -$128 0.05% 84
2016
Q2 		$63K Sell
1,037
-23
-2% -$1.46K 0.05% 90
2016
Q1 		$65K Sell
1,060
-170
-14% -$9.89K 0.05% 91
2015
Q4 		$86K Sell
1,230
-598
-33% -$43.5K 0.07% 77
2015
Q3 		$136K Buy
1,828
+54
+3% +$4.16K 0.11% 39
2015
Q2 		$138K Sell
1,774
-21
-1% -$1.67K 0.1% 44
2015
Q1 		$140K Sell
1,795
-88
-5% -$7.31K 0.1% 45
2014
Q4 		$175K Sell
1,883
-3
-0.2% -$269 0.11% 39
2014
Q3 		$165K Sell
1,886
-27
-1% -$2.43K 0.11% 42
2014
Q2 		$181K Sell
1,913
-320
-14% -$28.8K 0.12% 41
2014
Q1 		$201K Sell
2,233
-3,839
-63% -$343K 0.1% 43
2013
Q4 		$551K Buy
+6,072
New +$499K 0.36% 11

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Lenox Wealth Management's AXP Position: Q2 2020 in Review

Lenox Wealth Management increased its American Express (AXP) stake by 14% in Q2 2020, buying an estimated $12.7K and bringing the position to 1,105 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #196.

Lenox Wealth Management first reported a position in AXP in Q4 2013 and has held it in 27 quarters since. The position peaked at $551K in Q4 2013. 1,578 funds tracked by Wall St. Rank hold AXP as of Q2 2020.

  • Lenox Wealth Management held 1,105 shares of American Express worth $105K as of Q2 2020.
  • Lenox Wealth Management bought 138 American Express shares in Q2 2020, an estimated $12.7K.
  • American Express made up 0.03% of Lenox Wealth Management's portfolio in Q2 2020, its #196 holding.
  • Lenox Wealth Management first reported a position in American Express in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's American Express position peaked at $551K in Q4 2013.
  • 1,578 funds tracked by Wall St. Rank held American Express as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.