MWM
AXP icon

Mittelman Wealth Management’s American Express AXP Stock Holding History

Mittelman 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
-5,229
Closed -$1.21M – 32
2024
Q2 		$1.21M Sell
5,229
-125
-2% -$28.9K 0.78% 31
2024
Q1 		$1.22M Buy
+5,354
New +$1.11M 0.83% 31

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

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

Mittelman Wealth Management sold out of American Express (AXP) in Q3 2024, closing a stake of 5,229 shares — an estimated $1.21M sold.

Mittelman Wealth Management first reported a position in AXP in Q1 2024 and held it in 2 quarters. The position peaked at $1.22M in Q1 2024. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Mittelman Wealth Management reported no remaining American Express position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 5,229 American Express shares in Q3 2024, an estimated $1.21M.
  • Mittelman Wealth Management first reported a position in American Express in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's American Express position peaked at $1.22M in Q1 2024.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.