AXP position history
The shares of American Express (AXP) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 5,556 shares, $930K, 0.13% of portfolio
- 2021 Q4: 2,778 shares, $454K, 0.06% of portfolio, Reduce −50.0%
- 2022 Q1: 2,778 shares, $519K, 0.07% of portfolio
- 2022 Q2: 2,778 shares, $385K, 0.06% of portfolio
- 2022 Q3: 2,778 shares, $375K, 0.06% of portfolio
- 2022 Q4: 2,778 shares, $410K, 0.06% of portfolio
- 2023 Q1: 3,228 shares, $532K, 0.08% of portfolio, Add +16.2%
- 2023 Q2: 3,228 shares, $562K, 0.08% of portfolio
- 2023 Q3: 3,228 shares, $482K, 0.07% of portfolio
- 2023 Q4: 3,228 shares, $605K, 0.08% of portfolio
- 2024 Q1: 3,228 shares, $735K, 0.09% of portfolio
- 2024 Q2: 3,212 shares, $744K, 0.09% of portfolio, Reduce −0.5%
- 2024 Q3: 3,212 shares, $871K, 0.10% of portfolio
- 2024 Q4: 3,187 shares, $946K, 0.10% of portfolio, Reduce −0.8%
- 2025 Q1: 3,187 shares, $857K, 0.09% of portfolio
- 2025 Q2: 6,432 shares, $2.1M, 0.21% of portfolio, Add +101.8%
- 2025 Q3: 3,068 shares, $1M, 0.09% of portfolio, Reduce −52.3%
- 2025 Q4: 3,066 shares, $1.1M, 0.10% of portfolio, Reduce −0.1%
- 2026 Q1: 2,996 shares, $906K, 0.08% of portfolio, Reduce −2.3%
- 2026 Q2: 2,836 shares, $959K, 0.08% of portfolio, Reduce −5.3%
- 2026 Q3: 2,836 shares, $862K, 0.07% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|