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Levy Wealth Management Group’s American Express AXP Stock Holding History

Levy Wealth Management 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
Q2 		$348K Buy
1,504
+401
+36% +$92.9K 0.09% 76
2024
Q1 		$207K Hold
1,103
– – 0.06% 102
2023
Q4 		$207K Buy
+1,103
New +$178K 0.06% 102

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Levy Wealth Management Group's AXP Position: Q2 2024 in Review

Levy Wealth Management Group increased its American Express (AXP) stake by 36% in Q2 2024, buying an estimated $92.9K and bringing the position to 1,504 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #76.

Levy Wealth Management Group first reported a position in AXP in Q4 2023 and has held it in 3 quarters since. 2,343 funds tracked by Wall St. Rank hold AXP as of Q2 2024.

  • Levy Wealth Management Group held 1,504 shares of American Express worth $348K as of Q2 2024.
  • Levy Wealth Management Group bought 401 American Express shares in Q2 2024, an estimated $92.9K.
  • American Express made up 0.09% of Levy Wealth Management Group's portfolio in Q2 2024, its #76 holding.
  • Levy Wealth Management Group first reported a position in American Express in Q4 2023 and has held it in 3 quarters since.
  • 2,343 funds tracked by Wall St. Rank held American Express as of Q2 2024.

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