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Lockerman Financial Group’s American Express AXP Stock Holding History

Lockerman Financial Group’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
-1,068
Closed -$200K – 63
2022
Q1 		$200K Sell
1,068
-182
-15% -$32.9K 0.54% 72
2021
Q4 		$204K Buy
+1,250
New +$213K 0.53% 63

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lockerman Financial Group's AXP Position: Q2 2022 in Review

Lockerman Financial Group sold out of American Express (AXP) in Q2 2022, closing a stake of 1,068 shares — an estimated $200K sold.

Lockerman Financial Group first reported a position in AXP in Q4 2021 and held it in 2 quarters. The position peaked at $204K in Q4 2021. 1,969 funds tracked by Wall St. Rank hold AXP as of Q2 2022.

  • Lockerman Financial Group reported no remaining American Express position as of Q2 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 1,068 American Express shares in Q2 2022, an estimated $200K.
  • Lockerman Financial Group first reported a position in American Express in Q4 2021 and held it in 2 quarters.
  • Lockerman Financial Group's American Express position peaked at $204K in Q4 2021.
  • 1,969 funds tracked by Wall St. Rank held American Express as of Q2 2022.

Based on Lockerman Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.