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Nelson Capital Management’s American Express AXP Stock Holding History

Nelson 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
2020
Q1 		– Sell
-2,260
Closed -$281K – 88
2019
Q4 		$281K Hold
2,260
– – 0.06% 88
2019
Q3 		$267K Sell
2,260
-530
-19% -$65K 0.06% 81
2019
Q2 		$344K Hold
2,790
– – 0.08% 78
2019
Q1 		$305K Hold
2,790
– – 0.08% 78
2018
Q4 		$266K Hold
2,790
– – 0.07% 82
2018
Q3 		$297K Sell
2,790
-200
-7% -$20.8K 0.07% 77
2018
Q2 		$293K Hold
2,990
– – 0.08% 76
2018
Q1 		$279K Hold
2,990
– – 0.07% 81
2017
Q4 		$297K Sell
2,990
-400
-12% -$38.1K 0.09% 74
2017
Q3 		$307K Sell
3,390
-10
-0.3% -$859 0.1% 71
2017
Q2 		$286K Buy
3,400
+10
+0.3% +$791 0.1% 73
2017
Q1 		$268K Hold
3,390
– – 0.09% 73
2016
Q4 		$251K Sell
3,390
-650
-16% -$45K 0.09% 72
2016
Q3 		$259K Buy
4,040
+730
+22% +$46.9K 0.09% 67
2016
Q2 		$201K Sell
3,310
-1,500
-31% -$95K 0.08% 71
2016
Q1 		$295K Sell
4,810
-2,200
-31% -$128K 0.11% 59
2015
Q4 		$488K Sell
7,010
-1,680
-19% -$122K 0.19% 52
2015
Q3 		$644K Sell
8,690
-371
-4% -$28.5K 0.25% 53
2015
Q2 		$704K Sell
9,061
-2,700
-23% -$214K 0.25% 54
2015
Q1 		$919K Sell
11,761
-1,029
-8% -$85.5K 0.33% 54
2014
Q4 		$1.19M Hold
12,790
– – 0.44% 49
2014
Q3 		$1.12M Sell
12,790
-2,430
-16% -$219K 0.42% 50
2014
Q2 		$1.44M Buy
15,220
+280
+2% +$25.2K 0.58% 42
2014
Q1 		$1.34M Buy
14,940
+140
+0.9% +$12.5K 0.59% 43
2013
Q4 		$1.34M Hold
14,800
– – 0.6% 44
2013
Q3 		$1.12M Hold
14,800
– – 0.53% 44
2013
Q2 		$1.11M Buy
+14,800
New +$1.05M 0.57% 47

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

Nelson Capital Management's AXP Position: Q1 2020 in Review

Nelson Capital Management sold out of American Express (AXP) in Q1 2020, closing a stake of 2,260 shares — an estimated $281K sold.

Nelson Capital Management first reported a position in AXP in Q2 2013 and held it in 27 quarters. The position peaked at $1.44M in Q2 2014. 1,542 funds tracked by Wall St. Rank hold AXP as of Q1 2020.

  • Nelson Capital Management reported no remaining American Express position as of Q1 2020 after selling out during the quarter.
  • Nelson Capital Management sold 2,260 American Express shares in Q1 2020, an estimated $281K.
  • Nelson Capital Management first reported a position in American Express in Q2 2013 and held it in 27 quarters.
  • Nelson Capital Management's American Express position peaked at $1.44M in Q2 2014.
  • 1,542 funds tracked by Wall St. Rank held American Express as of Q1 2020.

Based on Nelson Capital Management's 13F filing for Q1 2020, filed 12 May 2020.