W
AXP icon

WealthStone’s American Express AXP Stock Holding History

WealthStone’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
2021
Q1 		$380K Buy
2,690
+177
+7% +$23.4K 0.13% 120
2020
Q4 		$304K Sell
2,513
-94
-4% -$10.4K 0.11% 129
2020
Q3 		$261K Sell
2,607
-3,692
-59% -$363K 0.12% 120
2020
Q2 		$600K Buy
+6,299
New +$580K 0.29% 48
2019
Q3 		– Sell
-128
Closed -$15.8K – 98
2019
Q2 		$15.8K Buy
+128
New +$15K 0.01% 227

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's AXP Position: Q1 2021 in Review

WealthStone increased its American Express (AXP) stake by 7% in Q1 2021, buying an estimated $23.4K and bringing the position to 2,690 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #120.

WealthStone first reported a position in AXP in Q2 2019 and has held it in 5 quarters since. The position peaked at $600K in Q2 2020. 1,777 funds tracked by Wall St. Rank hold AXP as of Q1 2021.

  • WealthStone held 2,690 shares of American Express worth $380K as of Q1 2021.
  • WealthStone bought 177 American Express shares in Q1 2021, an estimated $23.4K.
  • American Express made up 0.13% of WealthStone's portfolio in Q1 2021, its #120 holding.
  • WealthStone first reported a position in American Express in Q2 2019 and has held it in 5 quarters since.
  • WealthStone's American Express position peaked at $600K in Q2 2020.
  • 1,777 funds tracked by Wall St. Rank held American Express as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.