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New England Research & Management’s American Express AXP Stock Holding History

New England Research & 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
2023
Q1 		– Sell
-7,385
Closed -$1.09M – 144
2022
Q4 		$1.09M Sell
7,385
-260
-3% -$38.5K 0.63% 58
2022
Q3 		$1.03M Sell
7,645
-255
-3% -$38.6K 0.65% 58
2022
Q2 		$1.09M Buy
+7,900
New +$1.3M 0.64% 57
2015
Q4 		– Sell
-6,850
Closed -$508K – 165
2015
Q3 		$508K Sell
6,850
-8,850
-56% -$681K 0.48% 74
2015
Q2 		$1.22M Buy
15,700
+4,125
+36% +$327K 1% 22
2015
Q1 		$904K Buy
11,575
+3,825
+49% +$318K 0.78% 44
2014
Q4 		$721K Buy
+7,750
New +$695K 0.62% 62

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

New England Research & Management's AXP Position: Q1 2023 in Review

New England Research & Management sold out of American Express (AXP) in Q1 2023, closing a stake of 7,385 shares — an estimated $1.09M sold.

New England Research & Management first reported a position in AXP in Q4 2014 and held it in 7 quarters. The position peaked at $1.22M in Q2 2015. 2,053 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • New England Research & Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • New England Research & Management sold 7,385 American Express shares in Q1 2023, an estimated $1.09M.
  • New England Research & Management first reported a position in American Express in Q4 2014 and held it in 7 quarters.
  • New England Research & Management's American Express position peaked at $1.22M in Q2 2015.
  • 2,053 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on New England Research & Management's 13F filing for Q1 2023, filed 6 Apr 2023.