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Girard Partners’s American Express AXP Stock Holding History

Girard Partners’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
Q2 		$8.43M Sell
36,391
-614
-2% -$142K 0.8% 27
2024
Q1 		$8.43M Buy
37,005
+452
+1% +$93.7K 0.79% 31
2023
Q4 		$6.85M Buy
36,553
+1,109
+3% +$179K 0.69% 35
2023
Q3 		$5.29M Buy
35,444
+1,403
+4% +$229K 0.6% 39
2023
Q2 		$5.93M Buy
34,041
+1,248
+4% +$201K 0.63% 38
2023
Q1 		$5.41M Buy
32,793
+7,210
+28% +$1.2M 0.6% 41
2022
Q4 		$3.78M Sell
25,583
-235
-0.9% -$34.8K 0.43% 61
2022
Q3 		$3.48M Buy
25,818
+6,509
+34% +$985K 0.46% 57
2022
Q2 		$2.68M Buy
19,309
+3,227
+20% +$533K 0.34% 79
2022
Q1 		$3.01M Buy
16,082
+9,764
+155% +$1.76M 0.33% 80
2021
Q4 		$1.03M Buy
6,318
+2,079
+49% +$355K 0.11% 130
2021
Q3 		$710K Buy
4,239
+1,854
+78% +$310K 0.09% 135
2021
Q2 		$394K Buy
+2,385
New +$374K 0.05% 178
2018
Q4 		– Sell
-189
Closed -$20K – 287
2018
Q3 		$20K Buy
+189
New +$19.7K ﹤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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Girard Partners's AXP Position: Q2 2024 in Review

Girard Partners reduced its American Express (AXP) stake by 1.7% in Q2 2024, selling an estimated $142K and leaving 36,391 shares worth $8.43M. The position accounts for 0.8% of the portfolio, ranked #27.

Girard Partners first reported a position in AXP in Q3 2018 and has held it in 14 quarters since. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Girard Partners held 36,391 shares of American Express worth $8.43M as of Q2 2024.
  • Girard Partners sold 614 American Express shares in Q2 2024, an estimated $142K.
  • American Express made up 0.8% of Girard Partners's portfolio in Q2 2024, its #27 holding.
  • Girard Partners first reported a position in American Express in Q3 2018 and has held it in 14 quarters since.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.