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Geller Advisors’s American Express AXP Stock Holding History

Geller Advisors’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 		$983K Sell
3,311
-18
-0.5% -$5.17K 0.06% 67
2024
Q3 		$903K Buy
3,329
+21
+0.6% +$5.23K 0.06% 83
2024
Q2 		$766K Sell
3,308
-1
-0% -$232 0.06% 96
2024
Q1 		$753K Buy
3,309
+71
+2% +$14.7K 0.06% 94
2023
Q4 		$607K Buy
3,238
+139
+4% +$22.4K 0.06% 103
2023
Q3 		$462K Sell
3,099
-204
-6% -$33.4K 0.05% 123
2023
Q2 		$575K Buy
3,303
+492
+18% +$79.4K 0.07% 95
2023
Q1 		$464K Buy
2,811
+534
+23% +$88.6K 0.07% 74
2022
Q4 		$336K Buy
2,277
+10
+0.4% +$1.48K 0.06% 83
2022
Q3 		$306K Hold
2,267
– – 0.07% 77
2022
Q2 		$315K Sell
2,267
-97
-4% -$16K 0.07% 84
2022
Q1 		$442K Sell
2,364
-49
-2% -$8.85K 0.08% 66
2021
Q4 		$395K Buy
2,413
+61
+3% +$10.4K 0.08% 80
2021
Q3 		$394K Buy
2,352
+119
+5% +$19.9K 0.09% 72
2021
Q2 		$369K Sell
2,233
-4
-0.2% -$626 0.08% 72
2021
Q1 		$317K Buy
2,237
+786
+54% +$104K 0.07% 76
2020
Q4 		$271K Buy
+1,451
New +$161K 0.07% 83
2020
Q1 		– Sell
-1,956
Closed -$244K – 70
2019
Q4 		$244K Sell
1,956
-446
-19% -$53.3K 0.08% 44
2019
Q3 		$284K Buy
+2,402
New +$295K 0.1% 45

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

Geller Advisors's AXP Position: Q4 2024 in Review

Geller Advisors reduced its American Express (AXP) stake by 0.54% in Q4 2024, selling an estimated $5.17K and leaving 3,311 shares worth $983K. The position accounts for 0.06% of the portfolio, ranked #67.

Geller Advisors first reported a position in AXP in Q3 2019 and has held it in 19 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Geller Advisors held 3,311 shares of American Express worth $983K as of Q4 2024.
  • Geller Advisors sold 18 American Express shares in Q4 2024, an estimated $5.17K.
  • American Express made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #67 holding.
  • Geller Advisors first reported a position in American Express in Q3 2019 and has held it in 19 quarters since.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.