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Executive Wealth Management’s American Express AXP Stock Holding History

Executive 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 		$232K Buy
782
+25
+3% +$7.18K 0.02% 240
2024
Q3 		$205K Buy
+757
New +$188K 0.02% 254
2019
Q3 		– Sell
-75
Closed -$9K – 183
2019
Q2 		$9K Hold
75
– – ﹤0.01% 628
2019
Q1 		$8K Sell
75
-10
-12% -$1.05K ﹤0.01% 582
2018
Q4 		$8K Buy
+85
New +$8.89K ﹤0.01% 600

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

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

Executive Wealth Management increased its American Express (AXP) stake by 3.3% in Q4 2024, buying an estimated $7.18K and bringing the position to 782 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #240.

Executive Wealth Management first reported a position in AXP in Q4 2018 and has held it in 5 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Executive Wealth Management held 782 shares of American Express worth $232K as of Q4 2024.
  • Executive Wealth Management bought 25 American Express shares in Q4 2024, an estimated $7.18K.
  • American Express made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #240 holding.
  • Executive Wealth Management first reported a position in American Express in Q4 2018 and has held it in 5 quarters since.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

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