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Edge Capital Group’s American Express AXP Stock Holding History

Edge Capital Group’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 		$1.91M Buy
6,451
+1,113
+21% +$320K 0.09% 131
2024
Q3 		$1.45M Sell
5,338
-35
-0.7% -$8.71K 0.06% 144
2024
Q2 		$1.24M Sell
5,373
-109
-2% -$25.2K 0.06% 150
2024
Q1 		$1.25M Sell
5,482
-30
-0.5% -$6.22K 0.06% 150
2023
Q4 		$1.03M Sell
5,512
-549
-9% -$88.4K 0.06% 158
2023
Q3 		$904K Sell
6,061
-27,952
-82% -$4.57M 0.06% 156
2023
Q2 		$5.93M Buy
34,013
+640
+2% +$103K 0.34% 68
2023
Q1 		$5.5M Sell
33,373
-2,830
-8% -$469K 0.34% 66
2022
Q4 		$5.35M Sell
36,203
-1,281
-3% -$190K 0.37% 64
2022
Q3 		$5.06M Buy
37,484
+182
+0.5% +$27.5K 0.42% 54
2022
Q2 		$5.17M Buy
37,302
+202
+0.5% +$33.4K 0.45% 51
2022
Q1 		$6.94M Sell
37,100
-13,664
-27% -$2.47M 0.48% 49
2021
Q4 		$8.3M Sell
50,764
-8,525
-14% -$1.45M 0.59% 40
2021
Q3 		$9.93M Buy
59,289
+215
+0.4% +$35.9K 0.79% 27
2021
Q2 		$9.76M Sell
59,074
-1,829
-3% -$286K 0.78% 27
2021
Q1 		$8.61M Buy
60,903
+264
+0.4% +$34.9K 0.72% 32
2020
Q4 		$7.33M Sell
60,639
-15,087
-20% -$1.67M 0.62% 37
2020
Q3 		$7.59M Buy
75,726
+1,005
+1% +$98.9K 0.76% 29
2020
Q2 		$7.11M Buy
74,721
+72,297
+2,983% +$6.66M 0.74% 32
2020
Q1 		$208K Buy
2,424
+170
+8% +$19.8K 0.02% 197
2019
Q4 		$281K Buy
+2,254
New +$269K 0.03% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Edge Capital Group's AXP Position: Q4 2024 in Review

Edge Capital Group increased its American Express (AXP) stake by 21% in Q4 2024, buying an estimated $320K and bringing the position to 6,451 shares worth $1.91M. The position accounts for 0.09% of the portfolio, ranked #131.

Edge Capital Group first reported a position in AXP in Q4 2019 and has held it in 21 quarters since. The position peaked at $9.93M in Q3 2021. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Edge Capital Group held 6,451 shares of American Express worth $1.91M as of Q4 2024.
  • Edge Capital Group bought 1,113 American Express shares in Q4 2024, an estimated $320K.
  • American Express made up 0.09% of Edge Capital Group's portfolio in Q4 2024, its #131 holding.
  • Edge Capital Group first reported a position in American Express in Q4 2019 and has held it in 21 quarters since.
  • Edge Capital Group's American Express position peaked at $9.93M in Q3 2021.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.