PPP
AXP icon

Private Portfolio Partners’s American Express AXP Stock Holding History

Private Portfolio Partners’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 		$378K Sell
1,273
-198
-13% -$56.9K 0.07% 205
2024
Q3 		$399K Buy
+1,471
New +$366K 0.07% 185
2024
Q2 		– Sell
-1,556
Closed -$354K – 102
2024
Q1 		$354K Buy
1,556
+3
+0.2% +$622 0.07% 191
2023
Q4 		$291K Buy
1,553
+2
+0.1% +$322 0.07% 207
2023
Q3 		$231K Buy
1,551
+3
+0.2% +$491 0.06% 228
2023
Q2 		$270K Sell
1,548
-98
-6% -$15.8K 0.07% 214
2023
Q1 		$272K Sell
1,646
-73
-4% -$12.1K 0.07% 195
2022
Q4 		$254K Buy
1,719
+4
+0.2% +$593 0.07% 224
2022
Q3 		$231K Buy
1,715
+2
+0.1% +$303 0.07% 233
2022
Q2 		$238K Buy
1,713
+10
+0.6% +$1.65K 0.07% 232
2022
Q1 		$318K Buy
+1,703
New +$308K 0.08% 215
2020
Q2 		– Sell
-4,197
Closed -$359K – 198
2020
Q1 		$359K Sell
4,197
-854
-17% -$99.4K 0.19% 121
2019
Q4 		$629K Sell
5,051
-7
-0.1% -$837 0.27% 93
2019
Q3 		$598K Sell
5,058
-82
-2% -$10.1K 0.28% 91
2019
Q2 		$634K Buy
+5,140
New +$604K 0.27% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Portfolio Partners's AXP Position: Q4 2024 in Review

Private Portfolio Partners reduced its American Express (AXP) stake by 13% in Q4 2024, selling an estimated $56.9K and leaving 1,273 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #205.

Private Portfolio Partners first reported a position in AXP in Q2 2019 and has held it in 15 quarters since. The position peaked at $634K in Q2 2019. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Private Portfolio Partners held 1,273 shares of American Express worth $378K as of Q4 2024.
  • Private Portfolio Partners sold 198 American Express shares in Q4 2024, an estimated $56.9K.
  • American Express made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #205 holding.
  • Private Portfolio Partners first reported a position in American Express in Q2 2019 and has held it in 15 quarters since.
  • Private Portfolio Partners's American Express position peaked at $634K in Q2 2019.
  • 2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.