Madison Wealth Management’s American Express AXP Stock Holding History

Madison 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
2023 Q3	$1.97M	Buy	13,222 +165	+1%	+$27K	0.41%	73
2023 Q2	$2.27M	Buy	13,057 +99	+0.8%	+$16K	0.46%	68
2023 Q1	$2.14M	Buy	12,958 +261	+2%	+$43.3K	0.46%	68
2022 Q4	$1.88M	Buy	12,697 +542	+4%	+$80.3K	0.43%	71
2022 Q3	$1.64M	Buy	12,155 +241	+2%	+$36.5K	0.4%	72
2022 Q2	$1.65M	Buy	11,914 +191	+2%	+$31.5K	0.4%	70
2022 Q1	$2.19M	Sell	11,723 -15	-0.1%	-$2.71K	0.46%	58
2021 Q4	$1.92M	Buy	11,738 +46	+0.4%	+$7.84K	0.38%	66
2021 Q3	$1.96M	Buy	11,692 +151	+1%	+$25.2K	0.43%	62
2021 Q2	$1.91M	Buy	11,541 +491	+4%	+$76.9K	0.42%	64
2021 Q1	$1.56M	Buy	11,050 +161	+1%	+$21.3K	0.38%	64
2020 Q4	$1.32M	Sell	10,889 -94	-0.9%	-$10.4K	0.35%	63
2020 Q3	$1.1M	Buy	10,983 +221	+2%	+$21.7K	0.33%	62
2020 Q2	$1.02M	Buy	10,762 +420	+4%	+$38.7K	0.34%	62
2020 Q1	$885K	Sell	10,342 -365	-3%	-$42.5K	0.35%	61
2019 Q4	$1.33M	Buy	+10,707	New	+$1.28M	0.38%	52

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Madison Wealth Management's AXP Position: Q3 2023 in Review

Madison Wealth Management increased its American Express (AXP) stake by 1.3% in Q3 2023, buying an estimated $27K and bringing the position to 13,222 shares worth $1.97M. The position accounts for 0.41% of the portfolio, ranked #73.

Madison Wealth Management first reported a position in AXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.27M in Q2 2023. 1,998 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Madison Wealth Management held 13,222 shares of American Express worth $1.97M as of Q3 2023.
Madison Wealth Management bought 165 American Express shares in Q3 2023, an estimated $27K.
American Express made up 0.41% of Madison Wealth Management's portfolio in Q3 2023, its #73 holding.
Madison Wealth Management first reported a position in American Express in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's American Express position peaked at $2.27M in Q2 2023.
1,998 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.