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GGM Wealth Advisors’s American Express AXP Stock Holding History

GGM Wealth 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
2025
Q1 		$223K Buy
841
+2
+0.2% +$591 0.12% 126
2024
Q4 		$249K Buy
839
+2
+0.2% +$575 0.13% 121
2024
Q3 		$227K Buy
+837
New +$208K 0.1% 132

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

GGM Wealth Advisors's AXP Position: Q1 2025 in Review

GGM Wealth Advisors increased its American Express (AXP) stake by 0.24% in Q1 2025, buying an estimated $591 and bringing the position to 841 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #126.

GGM Wealth Advisors first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. The position peaked at $249K in Q4 2024. 2,614 funds tracked by Wall St. Rank hold AXP as of Q1 2025.

  • GGM Wealth Advisors held 841 shares of American Express worth $223K as of Q1 2025.
  • GGM Wealth Advisors bought 2 American Express shares in Q1 2025, an estimated $591.
  • American Express made up 0.12% of GGM Wealth Advisors's portfolio in Q1 2025, its #126 holding.
  • GGM Wealth Advisors first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • GGM Wealth Advisors's American Express position peaked at $249K in Q4 2024.
  • 2,614 funds tracked by Wall St. Rank held American Express as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.