NMM
AXP icon

Naples Money Management’s American Express AXP Stock Holding History

Naples Money 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 		$81.5K Hold
301
– – 0.07% 75
2024
Q2 		$70.3K Hold
301
– – 0.06% 74
2024
Q1 		$68.5K Hold
301
– – 0.07% 79
2023
Q4 		$56.3K Buy
+301
New +$48.5K 0.05% 88

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 $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 $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

Naples Money Management's AXP Position: Q3 2024 in Review

Naples Money Management held its American Express (AXP) position steady in Q3 2024 at 301 shares worth $81.5K. The position accounts for 0.07% of the portfolio, ranked #75.

Naples Money Management first reported a position in AXP in Q4 2023 and has held it in 4 quarters since. 2,450 funds tracked by Wall St. Rank hold AXP as of Q3 2024.

  • Naples Money Management held 301 shares of American Express worth $81.5K as of Q3 2024.
  • Naples Money Management left its American Express share count unchanged in Q3 2024.
  • American Express made up 0.07% of Naples Money Management's portfolio in Q3 2024, its #75 holding.
  • Naples Money Management first reported a position in American Express in Q4 2023 and has held it in 4 quarters since.
  • 2,450 funds tracked by Wall St. Rank held American Express as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.