RG
AXP icon

Retirement Group’s American Express AXP Stock Holding History

Retirement Group’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
Q1 		$11.4K Hold
50
– – ﹤0.01% 445
2023
Q4 		$9.37K Hold
50
– – ﹤0.01% 458
2023
Q3 		$7.46K Hold
50
– – ﹤0.01% 442
2023
Q2 		$8.71K Hold
50
– – ﹤0.01% 431
2023
Q1 		$8K Hold
50
– – ﹤0.01% 416
2022
Q4 		$7K Buy
+50
New +$7.41K ﹤0.01% 391
2022
Q3 		– Sell
-50
Closed -$7K – 503
2022
Q2 		$7K Hold
50
– – ﹤0.01% 481
2022
Q1 		$9K Hold
50
– – ﹤0.01% 472
2021
Q4 		$8K Hold
50
– – ﹤0.01% 469
2021
Q3 		$8K Buy
+50
New +$8.36K ﹤0.01% 396

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Retirement Group's AXP Position: Q1 2024 in Review

Retirement Group held its American Express (AXP) position steady in Q1 2024 at 50 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Retirement Group first reported a position in AXP in Q3 2021 and has held it in 10 quarters since. 2,307 funds tracked by Wall St. Rank hold AXP as of Q1 2024.

  • Retirement Group held 50 shares of American Express worth $11.4K as of Q1 2024.
  • Retirement Group left its American Express share count unchanged in Q1 2024.
  • American Express made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #445 holding.
  • Retirement Group first reported a position in American Express in Q3 2021 and has held it in 10 quarters since.
  • 2,307 funds tracked by Wall St. Rank held American Express as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.