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WR Wealth Planners’s American Express AXP Stock Holding History

WR Wealth Planners’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 		$293K Sell
987
-59
-6% -$17K 0.09% 133
2024
Q3 		$284K Buy
1,046
+14
+1% +$3.49K 0.08% 150
2024
Q2 		$239K Buy
1,032
+92
+10% +$21.3K 0.07% 151
2024
Q1 		$214K Buy
+940
New +$195K 0.07% 161
2023
Q4 		– Sell
-883
Closed -$132K – 233
2023
Q3 		$132K Buy
883
+20
+2% +$3.27K 0.05% 210
2023
Q2 		$150K Buy
863
+168
+24% +$27.1K 0.06% 197
2023
Q1 		$115K Buy
+695
New +$115K 0.05% 224

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

WR Wealth Planners's AXP Position: Q4 2024 in Review

WR Wealth Planners reduced its American Express (AXP) stake by 5.6% in Q4 2024, selling an estimated $17K and leaving 987 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #133.

WR Wealth Planners first reported a position in AXP in Q1 2023 and has held it in 7 quarters since. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • WR Wealth Planners held 987 shares of American Express worth $293K as of Q4 2024.
  • WR Wealth Planners sold 59 American Express shares in Q4 2024, an estimated $17K.
  • American Express made up 0.09% of WR Wealth Planners's portfolio in Q4 2024, its #133 holding.
  • WR Wealth Planners first reported a position in American Express in Q1 2023 and has held it in 7 quarters since.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.