Ownership history in GM Advisory Group, LLC · 46 quarters on record
This page tracks every 13F SEC filing in which GM Advisory Group, LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 81,588 | +17,213 | +26.7% | 1.18% | $30.2M | $369.13 |
| 2025 Q3 | ADDED | 64,375 | +2 | +0.0% | 0.91% | $21.4M | $330.59 |
| 2025 Q2 | ADDED | 64,373 | +2,555 | +4.1% | 1.01% | $20.5M | $316.67 |
| 2025 Q1 | ADDED | 61,818 | +65 | +0.1% | 0.90% | $16.6M | $266.22 |
| 2024 Q4 | REDUCED | 61,753 | -2,697 | -4.2% | 1.01% | $18.3M | $292.98 |
| 2024 Q3 | ADDED | 64,450 | +10 | +0.0% | 1.05% | $17.5M | $267.02 |
| 2024 Q2 | REDUCED | 64,440 | -1,023 | -1.6% | 0.96% | $14.9M | $227.30 |
| 2024 Q1 | ADDED | 65,463 | +23 | +0.0% | 1.05% | $14.9M | $222.82 |
| 2023 Q4 | ADDED | 65,440 | +725 | +1.1% | 0.93% | $12.3M | $182.74 |
| 2023 Q3 | UNCHANGED | 64,715 | — | 0% | 0.79% | $9.7M | $144.93 |
As of 2025 Q4 — sorted by position size