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Kowal Investment Group’s American Express AXP Stock Holding History

Kowal Investment Group’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
Q3 		$446K Buy
1,644
+227
+16% +$56.5K 0.08% 127
2024
Q2 		$328K Buy
1,417
+164
+13% +$38K 0.07% 132
2024
Q1 		$285K Buy
+1,253
New +$260K 0.06% 145
2021
Q4 		– Sell
-248
Closed -$42K – 191
2021
Q3 		$42K Buy
+248
New +$41.5K 0.01% 265

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kowal Investment Group's AXP Position: Q3 2024 in Review

Kowal Investment Group increased its American Express (AXP) stake by 16% in Q3 2024, buying an estimated $56.5K and bringing the position to 1,644 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #127.

Kowal Investment Group first reported a position in AXP in Q3 2021 and has held it in 4 quarters since. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Kowal Investment Group held 1,644 shares of American Express worth $446K as of Q3 2024.
  • Kowal Investment Group bought 227 American Express shares in Q3 2024, an estimated $56.5K.
  • American Express made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #127 holding.
  • Kowal Investment Group first reported a position in American Express in Q3 2021 and has held it in 4 quarters since.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.