PMC FIG Opportunities’s American Express AXP Stock Holding History

PMC FIG Opportunities’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	–	Sell	-5,000	Closed	-$825K	–	24
2023 Q1	$825K	Sell	5,000 -1,000	-17%	-$166K	5.26%	9
2022 Q4	$887K	Sell	6,000 -1,000	-14%	-$148K	4.41%	11
2022 Q3	$944K	Sell	7,000 -1,000	-13%	-$151K	5.25%	4
2022 Q2	$1.11M	Buy	+8,000	New	+$1.32M	6.24%	4

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

PMC FIG Opportunities's AXP Position: Q2 2023 in Review

PMC FIG Opportunities sold out of American Express (AXP) in Q2 2023, closing a stake of 5,000 shares — an estimated $825K sold.

PMC FIG Opportunities first reported a position in AXP in Q2 2022 and held it in 4 quarters. The position peaked at $1.11M in Q2 2022. 2,043 funds tracked by Wall St. Rank hold AXP as of Q2 2023.

PMC FIG Opportunities reported no remaining American Express position as of Q2 2023 after selling out during the quarter.
PMC FIG Opportunities sold 5,000 American Express shares in Q2 2023, an estimated $825K.
PMC FIG Opportunities first reported a position in American Express in Q2 2022 and held it in 4 quarters.
PMC FIG Opportunities's American Express position peaked at $1.11M in Q2 2022.
2,043 funds tracked by Wall St. Rank held American Express as of Q2 2023.

Based on PMC FIG Opportunities's 13F filing for Q2 2023, filed 25 Apr 2025.