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Martin Capital Partners’s American Express AXP Stock Holding History

Martin Capital Partners’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
Q1 		– Sell
-19,771
Closed -$2.46M – 59
2019
Q4 		$2.46M Buy
19,771
+702
+4% +$83.9K 1.45% 36
2019
Q3 		$2.25M Buy
19,069
+593
+3% +$72.7K 1.52% 33
2019
Q2 		$2.28M Buy
18,476
+611
+3% +$71.8K 1.61% 31
2019
Q1 		$1.95M Buy
17,865
+1,880
+12% +$198K 1.51% 31
2018
Q4 		$1.52M Buy
15,985
+775
+5% +$81.1K 1.41% 34
2018
Q3 		$1.62M Buy
15,210
+397
+3% +$41.3K 1.45% 34
2018
Q2 		$1.45M Sell
14,813
-703
-5% -$69.1K 1.48% 34
2018
Q1 		$1.45M Buy
15,516
+484
+3% +$46.9K 1.44% 33
2017
Q4 		$1.49M Buy
+15,032
New +$1.43M 1.55% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Martin Capital Partners's AXP Position: Q1 2020 in Review

Martin Capital Partners sold out of American Express (AXP) in Q1 2020, closing a stake of 19,771 shares — an estimated $2.46M sold.

Martin Capital Partners first reported a position in AXP in Q4 2017 and held it in 9 quarters. The position peaked at $2.46M in Q4 2019. 1,541 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Martin Capital Partners reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Martin Capital Partners sold 19,771 American Express shares in Q1 2020, an estimated $2.46M.
  • Martin Capital Partners first reported a position in American Express in Q4 2017 and held it in 9 quarters.
  • Martin Capital Partners's American Express position peaked at $2.46M in Q4 2019.
  • 1,541 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Martin Capital Partners's 13F filing for Q1 2020, filed 21 Apr 2020.