BFA
AXP icon

BBJS Financial Advisors’s American Express AXP Stock Holding History

BBJS Financial Advisors’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 		$27.2K Hold
100
– – 0.01% 91
2024
Q2 		$23.2K Buy
+100
New +$23.2K 0.01% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BBJS Financial Advisors's AXP Position: Q3 2024 in Review

BBJS Financial Advisors held its American Express (AXP) position steady in Q3 2024 at 100 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #91.

BBJS Financial Advisors first reported a position in AXP in Q2 2024 and has held it in 2 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • BBJS Financial Advisors held 100 shares of American Express worth $27.2K as of Q3 2024.
  • BBJS Financial Advisors left its American Express share count unchanged in Q3 2024.
  • American Express made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #91 holding.
  • BBJS Financial Advisors first reported a position in American Express in Q2 2024 and has held it in 2 quarters since.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.