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Gratus Capital’s American Express AXP Stock Holding History

Gratus Capital’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 		$1.72M Buy
7,427
+610
+9% +$141K 0.07% 149
2024
Q1 		$1.55M Buy
6,817
+5,237
+331% +$1.09M 0.07% 147
2023
Q4 		$296K Sell
1,580
-72
-4% -$11.6K 0.02% 220
2023
Q3 		$246K Buy
+1,652
New +$270K 0.02% 227

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

Gratus Capital's AXP Position: Q2 2024 in Review

Gratus Capital increased its American Express (AXP) stake by 8.9% in Q2 2024, buying an estimated $141K and bringing the position to 7,427 shares worth $1.72M. The position accounts for 0.07% of the portfolio, ranked #149.

Gratus Capital first reported a position in AXP in Q3 2023 and has held it in 4 quarters since. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Gratus Capital held 7,427 shares of American Express worth $1.72M as of Q2 2024.
  • Gratus Capital bought 610 American Express shares in Q2 2024, an estimated $141K.
  • American Express made up 0.07% of Gratus Capital's portfolio in Q2 2024, its #149 holding.
  • Gratus Capital first reported a position in American Express in Q3 2023 and has held it in 4 quarters since.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.