Little House Capital’s American Express AXP Stock Holding History

Little House Capital’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
2022 Q2	–	Sell	-11,456	Closed	-$2.14M	–	114
2022 Q1	$2.14M	Buy	11,456 +10	+0.1%	+$1.81K	1.1%	26
2021 Q4	$1.87M	Buy	11,446 +4,549	+66%	+$776K	0.99%	30
2021 Q3	$1.16M	Buy	6,897 +506	+8%	+$84.6K	0.68%	46
2021 Q2	$1.06M	Buy	+6,391	New	+$1M	0.57%	57
2019 Q2	–	Sell	-796	Closed	-$87K	–	116
2019 Q1	$87K	Buy	+796	New	+$83.6K	0.07%	139

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Little House Capital's AXP Position: Q2 2022 in Review

Little House Capital sold out of American Express (AXP) in Q2 2022, closing a stake of 11,456 shares — an estimated $2.14M sold.

Little House Capital first reported a position in AXP in Q1 2019 and held it in 5 quarters. The position peaked at $2.14M in Q1 2022. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

Little House Capital reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
Little House Capital sold 11,456 American Express shares in Q2 2022, an estimated $2.14M.
Little House Capital first reported a position in American Express in Q1 2019 and held it in 5 quarters.
Little House Capital's American Express position peaked at $2.14M in Q1 2022.
1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Little House Capital's 13F filing for Q2 2022, filed 12 Aug 2022.