Steward Financial Group’s American Express AXP Stock Holding History

Steward Financial 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
2023 Q3	$26K	Buy	175 +4	+2%	+$654	0.01%	212
2023 Q2	$29K	Sell	171 -40	-19%	-$6.45K	0.01%	194
2023 Q1	$34K	Buy	211 +108	+105%	+$17.9K	0.01%	108
2022 Q4	$15K	Buy	+103	New	+$15.3K	0.01%	125
2022 Q3	–	Sell	-42	Closed	-$5K	–	169
2022 Q2	$5K	Buy	+42	New	+$6.94K	﹤0.01%	321

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's AXP Position: Q3 2023 in Review

Steward Financial Group increased its American Express (AXP) stake by 2.3% in Q3 2023, buying an estimated $654 and bringing the position to 175 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #212.

Steward Financial Group first reported a position in AXP in Q2 2022 and has held it in 5 quarters since. The position peaked at $34K in Q1 2023. 1,997 funds tracked by Wall St. Rank hold AXP as of Q3 2023.

Steward Financial Group held 175 shares of American Express worth $26K as of Q3 2023.
Steward Financial Group bought 4 American Express shares in Q3 2023, an estimated $654.
American Express made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #212 holding.
Steward Financial Group first reported a position in American Express in Q2 2022 and has held it in 5 quarters since.
Steward Financial Group's American Express position peaked at $34K in Q1 2023.
1,997 funds tracked by Wall St. Rank held American Express as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.