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HBC Financial Services’s American Express AXP Stock Holding History

HBC Financial Services’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 		$10K Hold
36
– – 0.01% 116
2024
Q3 		$9K Buy
36
+29
+414% +$7.22K 0.01% 121
2024
Q2 		$1K Buy
+7
New +$1.62K ﹤0.01% 146

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HBC Financial Services's AXP Position: Q4 2024 in Review

HBC Financial Services held its American Express (AXP) position steady in Q4 2024 at 36 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #116.

HBC Financial Services first reported a position in AXP in Q2 2024 and has held it in 3 quarters since. 2,638 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • HBC Financial Services held 36 shares of American Express worth $10K as of Q4 2024.
  • HBC Financial Services left its American Express share count unchanged in Q4 2024.
  • American Express made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #116 holding.
  • HBC Financial Services first reported a position in American Express in Q2 2024 and has held it in 3 quarters since.
  • 2,638 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.