Family Asset Management’s American Express AXP Stock Holding History

Family Asset 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	$287K	Hold	1,057	–	–	0.17%	89
2024 Q2	$245K	Buy	1,057 +88	+9%	+$20.4K	0.16%	94
2024 Q1	$221K	Buy	+969	New	+$201K	0.14%	98
2023 Q3	–	Sell	-1,402	Closed	-$244K	–	183
2023 Q2	$244K	Hold	1,402	–	–	0.17%	92
2023 Q1	$231K	Hold	1,402	–	–	0.17%	95
2022 Q4	$207K	Buy	+1,402	New	+$208K	0.17%	92

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Family Asset Management's AXP Position: Q3 2024 in Review

Family Asset Management held its American Express (AXP) position steady in Q3 2024 at 1,057 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #89.

Family Asset Management first reported a position in AXP in Q4 2022 and has held it in 6 quarters since. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

Family Asset Management held 1,057 shares of American Express worth $287K as of Q3 2024.
Family Asset Management left its American Express share count unchanged in Q3 2024.
American Express made up 0.17% of Family Asset Management's portfolio in Q3 2024, its #89 holding.
Family Asset Management first reported a position in American Express in Q4 2022 and has held it in 6 quarters since.
2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.