Bray Capital Advisors’s American Express AXP Stock Holding History

Bray Capital 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 Q4	$32.1K	Hold	108	–	–	0.01%	196
2024 Q3	$29.3K	Hold	108	–	–	0.01%	204
2024 Q2	$25K	Hold	108	–	–	0.01%	203
2024 Q1	$24.6K	Hold	108	–	–	0.01%	210
2023 Q4	$20.2K	Hold	108	–	–	0.01%	214
2023 Q3	$16.1K	Hold	108	–	–	﹤0.01%	219
2023 Q2	$18.8K	Hold	108	–	–	0.01%	217
2023 Q1	$17.8K	Hold	108	–	–	0.01%	227
2022 Q4	$16K	Hold	108	–	–	0.01%	227
2022 Q3	$15K	Hold	108	–	–	﹤0.01%	238
2022 Q2	$15K	Hold	108	–	–	﹤0.01%	233
2022 Q1	$20K	Hold	108	–	–	0.01%	230
2021 Q4	$18K	Hold	108	–	–	﹤0.01%	237
2021 Q3	$18K	Buy	+108	New	+$18.1K	﹤0.01%	230
2020 Q2	–	Sell	-875	Closed	-$75K	–	262
2020 Q1	$75K	Buy	+875	New	+$102K	0.03%	156
2016 Q3	–	Sell	-1,150	Closed	-$70K	–	117
2016 Q2	$70K	Buy	+1,150	New	+$72.8K	0.04%	113
2016 Q1	–	Sell	-12,415	Closed	-$864K	–	91
2015 Q4	$864K	Buy	12,415 +3,025	+32%	+$220K	0.55%	60
2015 Q3	$696K	Sell	9,390 -3,628	-28%	-$279K	0.44%	64
2015 Q2	$1.01M	Sell	13,018 -390	-3%	-$30.9K	0.58%	59
2015 Q1	$1.05M	Buy	13,408 +2,229	+20%	+$185K	0.62%	56
2014 Q4	$1.04M	Buy	+11,179	New	+$1M	0.67%	59

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bray Capital Advisors's AXP Position: Q4 2024 in Review

Bray Capital Advisors held its American Express (AXP) position steady in Q4 2024 at 108 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #196.

Bray Capital Advisors first reported a position in AXP in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.05M in Q1 2015. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Bray Capital Advisors held 108 shares of American Express worth $32.1K as of Q4 2024.
Bray Capital Advisors left its American Express share count unchanged in Q4 2024.
American Express made up 0.01% of Bray Capital Advisors's portfolio in Q4 2024, its #196 holding.
Bray Capital Advisors first reported a position in American Express in Q4 2014 and has held it in 21 quarters since.
Bray Capital Advisors's American Express position peaked at $1.05M in Q1 2015.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.