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BKM Wealth Management’s American Express AXP Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-150
Closed -$28.1K – 220
2023
Q4 		$28.1K Buy
+150
New +$24.1K 0.01% 330

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BKM Wealth Management's AXP Position: Q1 2024 in Review

BKM Wealth Management sold out of American Express (AXP) in Q1 2024, closing a stake of 150 shares — an estimated $28.1K sold.

BKM Wealth Management first reported a position in AXP in Q4 2023 and held it in 1 quarter. The position peaked at $28.1K in Q4 2023. 2,308 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • BKM Wealth Management reported no remaining American Express position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 150 American Express shares in Q1 2024, an estimated $28.1K.
  • BKM Wealth Management first reported a position in American Express in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's American Express position peaked at $28.1K in Q4 2023.
  • 2,308 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.