AFWM
EIX icon

AMJ Financial Wealth Management’s Edison International EIX Stock Holding History

AMJ Financial Wealth Management’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-83,552
Closed -$6.67M – 91
2024
Q4 		$6.67M Buy
83,552
+2,553
+3% +$213K 1.85% 28
2024
Q3 		$7.05M Buy
80,999
+1,150
+1% +$93.4K 2.02% 24
2024
Q2 		$5.73M Buy
79,849
+4,761
+6% +$345K 1.78% 29
2024
Q1 		$5.31M Buy
75,088
+37,705
+101% +$2.58M 1.77% 29
2023
Q4 		$2.67M Buy
+37,383
New +$2.46M 1.12% 35

Other funds holding EIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMJ Financial Wealth Management's EIX Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Edison International (EIX) in Q1 2025, closing a stake of 83,552 shares — an estimated $6.67M sold.

AMJ Financial Wealth Management first reported a position in EIX in Q4 2023 and held it in 5 quarters. The position peaked at $7.05M in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • AMJ Financial Wealth Management reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 83,552 Edison International shares in Q1 2025, an estimated $6.67M.
  • AMJ Financial Wealth Management first reported a position in Edison International in Q4 2023 and held it in 5 quarters.
  • AMJ Financial Wealth Management's Edison International position peaked at $7.05M in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.