Annapolis Financial Services’s American Express AXP Stock Holding History

Annapolis Financial Services’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
2024 Q3	$54K	Hold	199	–	–	0.02%	146
2024 Q2	$46.1K	Hold	199	–	–	0.01%	152
2024 Q1	$45.3K	Buy	199 +30	+18%	+$6.22K	0.01%	152
2023 Q4	$31.7K	Hold	169	–	–	0.01%	238
2023 Q3	$25.2K	Hold	169	–	–	0.01%	247
2023 Q2	$29.4K	Hold	169	–	–	0.01%	229
2023 Q1	$27.9K	Sell	169 -1	-0.6%	-$166	0.01%	221
2022 Q4	$25.1K	Hold	170	–	–	0.01%	228
2022 Q3	$23K	Hold	170	–	–	0.01%	241
2022 Q2	$24K	Buy	170 +1	+0.6%	+$165	0.01%	232
2022 Q1	$32K	Hold	169	–	–	0.01%	220
2021 Q4	$28K	Sell	169 -100	-37%	-$17.1K	0.01%	235
2021 Q3	$45K	Hold	269	–	–	0.01%	179
2021 Q2	$44K	Hold	269	–	–	0.01%	170
2021 Q1	$38K	Hold	269	–	–	0.01%	170
2020 Q4	$33K	Buy	+269	New	+$29.8K	0.01%	166

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Annapolis Financial Services's AXP Position: Q3 2024 in Review

Annapolis Financial Services held its American Express (AXP) position steady in Q3 2024 at 199 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #146.

Annapolis Financial Services first reported a position in AXP in Q4 2020 and has held it in 16 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

Annapolis Financial Services held 199 shares of American Express worth $54K as of Q3 2024.
Annapolis Financial Services left its American Express share count unchanged in Q3 2024.
American Express made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #146 holding.
Annapolis Financial Services first reported a position in American Express in Q4 2020 and has held it in 16 quarters since.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.