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Marietta Wealth Management’s American Express AXP Stock Holding History

Marietta 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
Q3 		– Sell
-900
Closed -$208K – 110
2024
Q2 		$208K Buy
+900
New +$208K 0.03% 105

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

Marietta Wealth Management's AXP Position: Q3 2024 in Review

Marietta Wealth Management sold out of American Express (AXP) in Q3 2024, closing a stake of 900 shares — an estimated $208K sold.

Marietta Wealth Management first reported a position in AXP in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 2,449 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Marietta Wealth Management reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Marietta Wealth Management sold 900 American Express shares in Q3 2024, an estimated $208K.
  • Marietta Wealth Management first reported a position in American Express in Q2 2024 and held it in 1 quarter.
  • Marietta Wealth Management's American Express position peaked at $208K in Q2 2024.
  • 2,449 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Marietta Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.