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Janiczek Wealth Management’s American Express AXP Stock Holding History

Janiczek Wealth Management’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 		$21.1K Buy
91
+3
+3% +$695 ﹤0.01% 553
2024
Q1 		$20K Hold
88
– – ﹤0.01% 568
2023
Q4 		$16.5K Buy
88
+35
+66% +$5.63K ﹤0.01% 575
2023
Q3 		$7.91K Hold
53
– – ﹤0.01% 673
2023
Q2 		$9.23K Sell
53
-35
-40% -$5.65K ﹤0.01% 579
2023
Q1 		$14.4K Buy
88
+33
+60% +$5.47K ﹤0.01% 507
2022
Q4 		$8.55K Hold
55
– – ﹤0.01% 590
2022
Q3 		$8K Hold
55
– – ﹤0.01% 573
2022
Q2 		$8K Sell
55
-6
-10% -$991 ﹤0.01% 595
2022
Q1 		$11K Buy
61
+31
+103% +$5.6K ﹤0.01% 551
2021
Q4 		$5K Buy
30
+17
+131% +$2.9K ﹤0.01% 696
2021
Q3 		$2K Buy
13
+4
+44% +$669 ﹤0.01% 795
2021
Q2 		$1K Buy
+9
New +$1.41K ﹤0.01% 810

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

Janiczek Wealth Management's AXP Position: Q2 2024 in Review

Janiczek Wealth Management increased its American Express (AXP) stake by 3.4% in Q2 2024, buying an estimated $695 and bringing the position to 91 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Janiczek Wealth Management first reported a position in AXP in Q2 2021 and has held it in 13 quarters since. 2,337 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Janiczek Wealth Management held 91 shares of American Express worth $21.1K as of Q2 2024.
  • Janiczek Wealth Management bought 3 American Express shares in Q2 2024, an estimated $695.
  • American Express made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #553 holding.
  • Janiczek Wealth Management first reported a position in American Express in Q2 2021 and has held it in 13 quarters since.
  • 2,337 funds tracked by Wall St. Rank held American Express as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.