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Roman Butler Fullerton & Co’s American Express AXP Stock Holding History

Roman Butler Fullerton & Co’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 		– Sell
-1,070
Closed -$297K – 233
2024
Q3 		$297K Buy
+1,070
New +$266K 0.09% 194

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

Roman Butler Fullerton & Co's AXP Position: Q4 2024 in Review

Roman Butler Fullerton & Co sold out of American Express (AXP) in Q4 2024, closing a stake of 1,070 shares — an estimated $297K sold.

Roman Butler Fullerton & Co first reported a position in AXP in Q3 2024 and held it in 1 quarter. The position peaked at $297K in Q3 2024. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Roman Butler Fullerton & Co reported no remaining American Express position as of Q4 2024 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 1,070 American Express shares in Q4 2024, an estimated $297K.
  • Roman Butler Fullerton & Co first reported a position in American Express in Q3 2024 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's American Express position peaked at $297K in Q3 2024.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2024, filed 30 Jan 2025.