Merriman Wealth Management’s American Express AXP Stock Holding History

Merriman 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 Q4	$651K	Hold	2,194	–	–	0.03%	115
2024 Q3	$595K	Buy	2,194 +1,002	+84%	+$250K	0.02%	134
2024 Q2	$276K	Sell	1,192 -43	-3%	-$9.96K	0.01%	178
2024 Q1	$281K	Sell	1,235 -41	-3%	-$8.5K	0.01%	173
2023 Q4	$239K	Sell	1,276 -520	-29%	-$83.7K	0.01%	170
2023 Q3	$268K	Sell	1,796 -35	-2%	-$5.72K	0.01%	155
2023 Q2	$319K	Sell	1,831 -349	-16%	-$56.3K	0.02%	171
2023 Q1	$360K	Buy	+2,180	New	+$362K	0.02%	148
2022 Q4	–	Sell	-2,315	Closed	-$312K	–	208
2022 Q3	$312K	Buy	+2,315	New	+$350K	0.02%	129
2022 Q2	–	Sell	-1,090	Closed	-$204K	–	173
2022 Q1	$204K	Sell	1,090 -400	-27%	-$72.2K	0.02%	189
2021 Q4	$244K	Buy	+1,490	New	+$254K	0.02%	191

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Merriman Wealth Management's AXP Position: Q4 2024 in Review

Merriman Wealth Management held its American Express (AXP) position steady in Q4 2024 at 2,194 shares worth $651K. The position accounts for 0.03% of the portfolio, ranked #115.

Merriman Wealth Management first reported a position in AXP in Q4 2021 and has held it in 11 quarters since. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Merriman Wealth Management held 2,194 shares of American Express worth $651K as of Q4 2024.
Merriman Wealth Management left its American Express share count unchanged in Q4 2024.
American Express made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #115 holding.
Merriman Wealth Management first reported a position in American Express in Q4 2021 and has held it in 11 quarters since.
2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.