WCM
AXP icon

Weld Capital Management’s American Express AXP Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-13,095
Closed -$1.85M – 227
2021
Q1 		$1.85M Buy
+13,095
New +$1.73M 0.78% 23

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Weld Capital Management's AXP Position: Q2 2021 in Review

Weld Capital Management sold out of American Express (AXP) in Q2 2021, closing a stake of 13,095 shares — an estimated $1.85M sold.

Weld Capital Management first reported a position in AXP in Q1 2021 and held it in 1 quarter. The position peaked at $1.85M in Q1 2021. 1,846 funds tracked by Wall St. Rank hold AXP as of Q2 2021.

  • Weld Capital Management reported no remaining American Express position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 13,095 American Express shares in Q2 2021, an estimated $1.85M.
  • Weld Capital Management first reported a position in American Express in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's American Express position peaked at $1.85M in Q1 2021.
  • 1,846 funds tracked by Wall St. Rank held American Express as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.