Householder Group Estate & Retirement Specialist’s American Express AXP Stock Holding History

Householder Group Estate & Retirement Specialist’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	$384K	Sell	1,297 -863	-40%	-$248K	0.29%	51
2024 Q3	$586K	Sell	2,160 -1,871	-46%	-$466K	0.17%	121
2024 Q2	$933K	Sell	4,031 -91	-2%	-$21.1K	0.26%	83
2024 Q1	$939K	Sell	4,122 -96	-2%	-$19.9K	0.28%	77
2023 Q4	$790K	Sell	4,218 -114	-3%	-$18.4K	0.26%	78
2023 Q3	$646K	Buy	+4,332	New	+$709K	0.23%	85
2023 Q1	$749K	Buy	4,540 +201	+5%	+$33.3K	0.29%	78
2022 Q4	$641K	Buy	4,339 +14	+0.3%	+$2.07K	0.96%	21
2022 Q3	$583K	Sell	4,325 -57	-1%	-$8.63K	0.24%	92
2022 Q2	$607K	Buy	4,382 +86	+2%	+$14.2K	0.27%	87
2022 Q1	$803K	Sell	4,296 -440	-9%	-$79.5K	0.32%	84
2021 Q4	$775K	Buy	+4,736	New	+$808K	0.29%	92

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AXP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its American Express (AXP) stake by 40% in Q4 2024, selling an estimated $248K and leaving 1,297 shares worth $384K. The position accounts for 0.29% of the portfolio, ranked #51.

Householder Group Estate & Retirement Specialist first reported a position in AXP in Q4 2021 and has held it in 12 quarters since. The position peaked at $939K in Q1 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,297 shares of American Express worth $384K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 863 American Express shares in Q4 2024, an estimated $248K.
American Express made up 0.29% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #51 holding.
Householder Group Estate & Retirement Specialist first reported a position in American Express in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's American Express position peaked at $939K in Q1 2024.
2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.