Wellington Management Group’s American Express AXP Stock Holding History

Wellington Management Group’s Portfolio AXP Stock Details AXP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.75B	Sell	14,892,961 -3,132,601	-17%	-$999M	0.86%	15
2025 Q1	$4.85B	Buy	18,025,562 +2,168,445	+14%	+$583M	0.93%	14
2024 Q4	$4.71B	Sell	15,857,117 -216,855	-1%	-$64.4M	0.86%	15
2024 Q3	$4.36B	Sell	16,073,972 -3,033,341	-16%	-$823M	0.76%	21
2024 Q2	$4.42B	Sell	19,107,313 -2,913,549	-13%	-$675M	0.79%	18
2024 Q1	$5.01B	Buy	22,020,862 +4,164,804	+23%	+$948M	0.89%	15
2023 Q4	$3.35B	Sell	17,856,058 -2,498,303	-12%	-$468M	0.62%	32
2023 Q3	$3.04B	Sell	20,354,361 -2,779,702	-12%	-$415M	0.61%	33
2023 Q2	$4.03B	Buy	23,134,063 +1,133,276	+5%	+$197M	0.76%	22
2023 Q1	$3.63B	Buy	22,000,787 +182,753	+0.8%	+$30.1M	0.72%	29
2022 Q4	$3.22B	Sell	21,818,034 -1,866,960	-8%	-$276M	0.65%	36
2022 Q3	$3.2B	Sell	23,684,994 -195,808	-0.8%	-$26.4M	0.68%	31
2022 Q2	$3.31B	Sell	23,880,802 -4,875,037	-17%	-$676M	0.67%	33
2022 Q1	$5.38B	Buy	28,755,839 +324,789	+1%	+$60.7M	0.92%	16
2021 Q4	$4.65B	Sell	28,431,050 -3,391,231	-11%	-$555M	0.74%	23
2021 Q3	$5.33B	Sell	31,822,281 -4,984,160	-14%	-$835M	0.91%	18
2021 Q2	$6.08B	Sell	36,806,441 -4,006,005	-10%	-$662M	1.01%	13
2021 Q1	$5.77B	Buy	40,812,446 +70,940	+0.2%	+$10M	1.02%	13
2020 Q4	$4.93B	Buy	40,741,506 +3,799,107	+10%	+$459M	0.91%	17
2020 Q3	$3.7B	Buy	36,942,399 +6,911,910	+23%	+$693M	0.77%	26
2020 Q2	$2.86B	Sell	30,030,489 -6,159,359	-17%	-$586M	0.64%	36
2020 Q1	$3.1B	Buy	36,189,848 +8,097,131	+29%	+$693M	0.82%	26
2019 Q4	$3.5B	Buy	28,092,717 +2,953,739	+12%	+$368M	0.73%	29
2019 Q3	$2.97B	Buy	25,138,978 +4,678,893	+23%	+$553M	0.67%	34
2019 Q2	$2.53B	Buy	20,460,085 +2,368,402	+13%	+$292M	0.56%	38
2019 Q1	$1.98B	Sell	18,091,683 -694,126	-4%	-$75.9M	0.45%	53
2018 Q4	$1.79B	Sell	18,785,809 -2,218,062	-11%	-$211M	0.45%	53
2018 Q3	$2.24B	Buy	21,003,871 +820,044	+4%	+$87.3M	0.47%	49
2018 Q2	$1.98B	Buy	20,183,827 +826,973	+4%	+$81M	0.44%	53
2018 Q1	$1.81B	Buy	19,356,854 +61,179	+0.3%	+$5.71M	0.41%	64
2017 Q4	$1.92B	Buy	19,295,675 +1,726,318	+10%	+$171M	0.42%	59
2017 Q3	$1.59B	Buy	17,569,357 +789,768	+5%	+$71.4M	0.36%	70
2017 Q2	$1.41B	Sell	16,779,589 -419,198	-2%	-$35.3M	0.33%	77
2017 Q1	$1.36B	Buy	17,198,787 +3,071,573	+22%	+$243M	0.33%	80
2016 Q4	$1.05B	Sell	14,127,214 -2,005,937	-12%	-$149M	0.26%	97
2016 Q3	$1.03B	Sell	16,133,151 -1,319,431	-8%	-$84.5M	0.26%	94
2016 Q2	$1.06B	Sell	17,452,582 -7,180,135	-29%	-$436M	0.27%	89
2016 Q1	$1.51B	Buy	24,632,717 +12,544,274	+104%	+$770M	0.4%	61
2015 Q4	$841M	Buy	12,088,443 +5,112,809	+73%	+$356M	0.22%	110
2015 Q3	$517M	Buy	6,975,634 +6,970,439	+134,176%	+$517M	0.14%	154
2015 Q2	$404K	Sell	5,195 -967,711	-99%	-$75.3M	﹤0.01%	1991
2015 Q1	$76M	Sell	972,906 -1,535,936	-61%	-$120M	0.02%	601
2014 Q4	$233M	Sell	2,508,842 -93,542	-4%	-$8.7M	0.06%	302
2014 Q3	$228M	Sell	2,602,384 -906,065	-26%	-$79.3M	0.06%	299
2014 Q2	$333M	Sell	3,508,449 -253,557	-7%	-$24.1M	0.09%	241
2014 Q1	$339M	Buy	3,762,006 +88,751	+2%	+$7.99M	0.09%	240
2013 Q4	$333M	Buy	3,673,255 +132,962	+4%	+$12.1M	0.1%	231
2013 Q3	$267M	Sell	3,540,293 -41,638	-1%	-$3.14M	0.08%	263
2013 Q2	$268M	Buy	+3,581,931	New	+$268M	0.09%	248