SAM
AXP icon

Strategic Asset Management’s American Express AXP Stock Holding History

Strategic Asset 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
Q3 		$1K Hold
15
– – ﹤0.01% 552
2022
Q2 		$2K Hold
15
– – ﹤0.01% 555
2022
Q1 		$3K Sell
15
-47
-76% -$8.49K ﹤0.01% 486
2021
Q4 		$10K Buy
+62
New +$10.6K 0.01% 361

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

Strategic Asset Management's AXP Position: Q3 2022 in Review

Strategic Asset Management held its American Express (AXP) position steady in Q3 2022 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Strategic Asset Management first reported a position in AXP in Q4 2021 and has held it in 4 quarters since. The position peaked at $10K in Q4 2021. 1,917 funds tracked by Wall St. Rank hold AXP as of Q3 2022.

  • Strategic Asset Management held 15 shares of American Express worth $1K as of Q3 2022.
  • Strategic Asset Management left its American Express share count unchanged in Q3 2022.
  • American Express made up ﹤0.01% of Strategic Asset Management's portfolio in Q3 2022, its #552 holding.
  • Strategic Asset Management first reported a position in American Express in Q4 2021 and has held it in 4 quarters since.
  • Strategic Asset Management's American Express position peaked at $10K in Q4 2021.
  • 1,917 funds tracked by Wall St. Rank held American Express as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.