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Wilson Asset Management’s American Express AXP Stock Holding History

Wilson 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
2023
Q1 		– Sell
-67,910
Closed -$10M – 27
2022
Q4 		$10M Hold
67,910
– – 3.05% 15
2022
Q3 		$9.16M Hold
67,910
– – 3.08% 14
2022
Q2 		$9.41M Sell
67,910
-16,386
-19% -$2.71M 2.81% 17
2022
Q1 		$15.8M Buy
+84,296
New +$15.2M 3.93% 12

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

Wilson Asset Management's AXP Position: Q1 2023 in Review

Wilson Asset Management sold out of American Express (AXP) in Q1 2023, closing a stake of 67,910 shares — an estimated $10M sold.

Wilson Asset Management first reported a position in AXP in Q1 2022 and held it in 4 quarters. The position peaked at $15.8M in Q1 2022. 2,052 funds tracked by Wall St. Rank hold AXP as of Q1 2023.

  • Wilson Asset Management reported no remaining American Express position as of Q1 2023 after selling out during the quarter.
  • Wilson Asset Management sold 67,910 American Express shares in Q1 2023, an estimated $10M.
  • Wilson Asset Management first reported a position in American Express in Q1 2022 and held it in 4 quarters.
  • Wilson Asset Management's American Express position peaked at $15.8M in Q1 2022.
  • 2,052 funds tracked by Wall St. Rank held American Express as of Q1 2023.

Based on Wilson Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.