LC
AXP icon

Lourd Capital’s American Express AXP Stock Holding History

Lourd 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
2019
Q2 		$2.41M Sell
19,518
-273
-1% -$32.1K 0.22% 20
2019
Q1 		$2.16M Sell
19,791
-18,128
-48% -$1.9M 0.21% 20
2018
Q4 		$3.61M Buy
37,919
+82
+0.2% +$8.58K 0.28% 18
2018
Q3 		$4.03M Buy
37,837
+20
+0.1% +$2.08K 0.26% 17
2018
Q2 		$3.71M Buy
37,817
+83
+0.2% +$8.16K 0.52% 15
2018
Q1 		$3.52M Sell
37,734
-120
-0.3% -$11.6K 0.47% 16
2017
Q4 		$3.76M Buy
37,854
+18,157
+92% +$1.73M 0.24% 18
2017
Q3 		$1.78M Hold
19,697
– – 0.16% 23
2017
Q2 		$1.66M Buy
19,697
+217
+1% +$17.2K 0.16% 23
2017
Q1 		$1.54M Buy
19,480
+191
+1% +$14.9K 0.15% 24
2016
Q4 		$1.43M Buy
19,289
+93
+0.5% +$6.44K 0.14% 24
2016
Q3 		$1.23M Sell
19,196
-237
-1% -$15.2K 0.14% 27
2016
Q2 		$1.18M Buy
19,433
+68
+0.4% +$4.31K 0.33% 29
2016
Q1 		$1.19M Buy
19,365
+115
+0.6% +$6.69K 0.13% 34
2015
Q4 		$1.34M Sell
19,250
-193
-1% -$14K 0.14% 33
2015
Q3 		$1.44M Sell
19,443
-79
-0.4% -$6.08K 0.16% 29
2015
Q2 		$1.52M Buy
19,522
+120
+0.6% +$9.52K 0.16% 30
2015
Q1 		$1.52M Sell
19,402
-26
-0.1% -$2.16K 0.15% 30
2014
Q4 		$1.81M Buy
19,428
+195
+1% +$17.5K 0.17% 26
2014
Q3 		$1.68M Buy
19,233
+192
+1% +$17.3K 0.17% 29
2014
Q2 		$1.81M Buy
19,041
+26
+0.1% +$2.34K 0.19% 25
2014
Q1 		$1.71M Sell
19,015
-90
-0.5% -$8.04K 0.19% 25
2013
Q4 		$1.73M Hold
19,105
– – 0.19% 26
2013
Q3 		$1.44M Hold
19,105
– – 0.17% 28
2013
Q2 		$1.43M Buy
+19,105
New +$1.36M 0.17% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lourd Capital's AXP Position: Q2 2019 in Review

Lourd Capital reduced its American Express (AXP) stake by 1.4% in Q2 2019, selling an estimated $32.1K and leaving 19,518 shares worth $2.41M. The position accounts for 0.22% of the portfolio, ranked #20.

Lourd Capital first reported a position in AXP in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.03M in Q3 2018. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

  • Lourd Capital held 19,518 shares of American Express worth $2.41M as of Q2 2019.
  • Lourd Capital sold 273 American Express shares in Q2 2019, an estimated $32.1K.
  • American Express made up 0.22% of Lourd Capital's portfolio in Q2 2019, its #20 holding.
  • Lourd Capital first reported a position in American Express in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's American Express position peaked at $4.03M in Q3 2018.
  • 1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.