SBL
AXP icon

Sargent Bickham Lagudis’s American Express AXP Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$774K Hold
5,241
– – 0.06% 149
2022
Q3 		$707K Sell
5,241
-195
-4% -$29.5K 0.06% 147
2022
Q2 		$754K Buy
5,436
+172
+3% +$28.4K 0.07% 150
2022
Q1 		$985K Sell
5,264
-301
-5% -$54.4K 0.08% 139
2021
Q4 		$910K Hold
5,565
– – 0.07% 138
2021
Q3 		$932K Buy
5,565
+100
+2% +$16.7K 0.08% 128
2021
Q2 		$903K Sell
5,465
-321
-6% -$50.3K 0.07% 130
2021
Q1 		$818K Sell
5,786
-245
-4% -$32.4K 0.07% 126
2020
Q4 		$729K Hold
6,031
– – 0.07% 130
2020
Q3 		$605K Sell
6,031
-50
-0.8% -$4.92K 0.06% 130
2020
Q2 		$579K Sell
6,081
-280
-4% -$25.8K 0.06% 131
2020
Q1 		$545K Buy
6,361
+500
+9% +$58.2K 0.07% 144
2019
Q4 		$730K Hold
5,861
– – 0.08% 127
2019
Q3 		$693K Sell
5,861
-2,353
-29% -$289K 0.08% 123
2019
Q2 		$1.01M Sell
8,214
-533
-6% -$62.6K 0.12% 120
2019
Q1 		$956K Sell
8,747
-372
-4% -$39.1K 0.11% 123
2018
Q4 		$869K Buy
9,119
+95
+1% +$9.94K 0.11% 118
2018
Q3 		$961K Hold
9,024
– – 0.11% 118
2018
Q2 		$884K Buy
9,024
+6
+0.1% +$590 0.11% 119
2018
Q1 		$841K Sell
9,018
-87
-1% -$8.43K 0.1% 119
2017
Q4 		$904K Buy
9,105
+7
+0.1% +$667 0.11% 124
2017
Q3 		$823K Sell
9,098
-67
-0.7% -$5.76K 0.1% 127
2017
Q2 		$772K Sell
9,165
-245
-3% -$19.4K 0.1% 127
2017
Q1 		$744K Sell
9,410
-1,800
-16% -$141K 0.1% 130
2016
Q4 		$830K Buy
11,210
+2,594
+30% +$180K 0.13% 114
2016
Q3 		$552 Sell
8,616
-1,089
-11% -$70K 0.08% 131
2016
Q2 		$590K Sell
9,705
-1,546
-14% -$97.9K 0.09% 130
2016
Q1 		$691K Buy
+11,251
New +$654K 0.11% 128

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

Sargent Bickham Lagudis's AXP Position: Q4 2022 in Review

Sargent Bickham Lagudis held its American Express (AXP) position steady in Q4 2022 at 5,241 shares worth $774K. The position accounts for 0.06% of the portfolio, ranked #149.

Sargent Bickham Lagudis first reported a position in AXP in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.01M in Q2 2019. 2,006 funds tracked by Wall St. Rank hold AXP as of Q4 2022.

  • Sargent Bickham Lagudis held 5,241 shares of American Express worth $774K as of Q4 2022.
  • Sargent Bickham Lagudis left its American Express share count unchanged in Q4 2022.
  • American Express made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #149 holding.
  • Sargent Bickham Lagudis first reported a position in American Express in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's American Express position peaked at $1.01M in Q2 2019.
  • 2,006 funds tracked by Wall St. Rank held American Express as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.