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Dechtman Wealth Management’s American Express AXP Stock Holding History

Dechtman 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
Q4 		$666K Buy
2,244
+5
+0.2% +$1.44K 0.13% 31
2024
Q3 		$607K Buy
2,239
+7
+0.3% +$1.74K 0.12% 32
2024
Q2 		$517K Buy
2,232
+6
+0.3% +$1.39K 0.12% 33
2024
Q1 		$507K Buy
2,226
+7
+0.3% +$1.45K 0.12% 36
2023
Q4 		$415K Buy
2,219
+8
+0.4% +$1.29K 0.11% 38
2023
Q3 		$330K Buy
2,211
+8
+0.4% +$1.31K 0.1% 38
2023
Q2 		$384K Buy
+2,203
New +$355K 0.11% 33

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dechtman Wealth Management's AXP Position: Q4 2024 in Review

Dechtman Wealth Management increased its American Express (AXP) stake by 0.22% in Q4 2024, buying an estimated $1.44K and bringing the position to 2,244 shares worth $666K. The position accounts for 0.13% of the portfolio, ranked #31.

Dechtman Wealth Management first reported a position in AXP in Q2 2023 and has held it in 7 quarters since. 2,638 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Dechtman Wealth Management held 2,244 shares of American Express worth $666K as of Q4 2024.
  • Dechtman Wealth Management bought 5 American Express shares in Q4 2024, an estimated $1.44K.
  • American Express made up 0.13% of Dechtman Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Dechtman Wealth Management first reported a position in American Express in Q2 2023 and has held it in 7 quarters since.
  • 2,638 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.