Pictet Asset Management (Switzerland)’s American Express AXP Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$207M	Sell	1,186,601 -438,037	-27%	-$70.7M	0.25%	115
2023 Q1	$268M	Buy	1,624,638 +130,064	+9%	+$21.6M	0.33%	80
2022 Q4	$221M	Buy	1,494,574 +89,967	+6%	+$13.3M	0.32%	86
2022 Q3	$189M	Buy	1,404,607 +147,183	+12%	+$22.3M	0.28%	104
2022 Q2	$174M	Sell	1,257,424 -83,996	-6%	-$13.9M	0.24%	126
2022 Q1	$251M	Sell	1,341,420 -95,487	-7%	-$17.2M	0.28%	102
2021 Q4	$235M	Buy	1,436,907 +149,908	+12%	+$25.6M	0.23%	131
2021 Q3	$216M	Buy	+1,286,999	New	+$215M	0.24%	120

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s AXP Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its American Express (AXP) stake by 27% in Q2 2023, selling an estimated $70.7M and leaving 1,186,601 shares worth $207M. The position accounts for 0.25% of the portfolio, ranked #115.

Pictet Asset Management (Switzerland) first reported a position in AXP in Q3 2021 and has held it in 8 quarters since. The position peaked at $268M in Q1 2023. 2,044 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

Pictet Asset Management (Switzerland) held 1,186,601 shares of American Express worth $207M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 438,037 American Express shares in Q2 2023, an estimated $70.7M.
American Express made up 0.25% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #115 holding.
Pictet Asset Management (Switzerland) first reported a position in American Express in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s American Express position peaked at $268M in Q1 2023.
2,044 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.