Linker Capital Management’s American Express AXP Stock Holding History

Linker Capital 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 Q2	$1.68M	Hold	9,650	–	–	1.72%	16
2023 Q1	$1.59M	Hold	9,650	–	–	1.75%	16
2022 Q4	$1.43M	Hold	9,650	–	–	1.64%	17
2022 Q3	$1.3M	Hold	9,650	–	–	1.61%	17
2022 Q2	$1.34M	Hold	9,650	–	–	1.66%	15
2022 Q1	$1.8M	Hold	9,650	–	–	1.8%	16
2021 Q4	$1.58M	Buy	+9,650	New	+$1.65M	1.52%	17

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

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

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

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

Linker Capital Management's AXP Position: Q2 2023 in Review

Linker Capital Management held its American Express (AXP) position steady in Q2 2023 at 9,650 shares worth $1.68M. The position accounts for 1.72% of the portfolio, ranked #16.

Linker Capital Management first reported a position in AXP in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.8M in Q1 2022. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Linker Capital Management held 9,650 shares of American Express worth $1.68M as of Q2 2023.
Linker Capital Management left its American Express share count unchanged in Q2 2023.
American Express made up 1.72% of Linker Capital Management's portfolio in Q2 2023, its #16 holding.
Linker Capital Management first reported a position in American Express in Q4 2021 and has held it in 7 quarters since.
Linker Capital Management's American Express position peaked at $1.8M in Q1 2022.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Linker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.