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Brophy Wealth Management’s American Express AXP Stock Holding History

Brophy 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
Q3 		$1.53M Buy
+5,652
New +$1.41M 0.55% 40

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

Brophy Wealth Management's AXP Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in American Express (AXP) in Q3 2024: 5,652 shares worth $1.53M. The stake represents 0.55% of the portfolio and ranks #40 among its holdings.

2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Brophy Wealth Management held 5,652 shares of American Express worth $1.53M as of Q3 2024.
  • American Express was a new Brophy Wealth Management position in Q3 2024.
  • American Express made up 0.55% of Brophy Wealth Management's portfolio in Q3 2024, its #40 holding.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.