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PBMares Wealth Management’s American Express AXP Stock Holding History

PBMares Wealth 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
2022
Q1 		– Sell
-1,329
Closed -$217K – 152
2021
Q4 		$217K Hold
1,329
– – 0.09% 147
2021
Q3 		$223K Hold
1,329
– – 0.11% 140
2021
Q2 		$220K Sell
1,329
-319
-19% -$50K 0.12% 140
2021
Q1 		$233K Buy
+1,648
New +$218K 0.19% 127

Other funds holding AXP

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

PBMares Wealth Management's AXP Position: Q1 2022 in Review

PBMares Wealth Management sold out of American Express (AXP) in Q1 2022, closing a stake of 1,329 shares — an estimated $217K sold.

PBMares Wealth Management first reported a position in AXP in Q1 2021 and held it in 4 quarters. The position peaked at $233K in Q1 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • PBMares Wealth Management reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • PBMares Wealth Management sold 1,329 American Express shares in Q1 2022, an estimated $217K.
  • PBMares Wealth Management first reported a position in American Express in Q1 2021 and held it in 4 quarters.
  • PBMares Wealth Management's American Express position peaked at $233K in Q1 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on PBMares Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.