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B. Riley Wealth Advisors’s American Express AXP Stock Holding History

B. Riley Wealth Advisors’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
2026
Q2 		$2.22M Sell
6,511
-49
-0.7% -$15.7K 0.12% 168
2026
Q1 		$1.95M Sell
6,560
-986
-13% -$331K 0.12% 165
2025
Q4 		$2.79M Buy
7,546
+135
+2% +$48.3K 0.13% 163
2025
Q3 		$2.46M Sell
7,411
-1,295
-15% -$412K 0.11% 175
2025
Q2 		$2.78M Buy
+8,706
New +$2.45M 0.13% 161
2024
Q4 		$4.24M Sell
14,302
-2,607
-15% -$749K 0.14% 159
2024
Q3 		$4.58M Sell
16,909
-286
-2% -$71.2K 0.13% 175
2024
Q2 		$3.98M Sell
17,195
-3,757
-18% -$870K 0.1% 197
2024
Q1 		$3.13M Buy
20,952
+699
+3% +$145K 0.08% 233
2023
Q4 		$3.79M Sell
20,253
-699
-3% -$113K 0.1% 214
2023
Q3 		$3.13M Sell
20,952
-60,209
-74% -$9.85M 0.08% 233
2023
Q2 		$14.1M Buy
81,161
+61,082
+304% +$9.86M 0.32% 68
2023
Q1 		$3.31M Sell
20,079
-7,056
-26% -$1.17M 0.09% 226
2022
Q4 		$4.01M Buy
27,135
+1,271
+5% +$188K 0.11% 200
2022
Q3 		$3.49M Buy
25,864
+3,927
+18% +$594K 0.11% 201
2022
Q2 		$3.04M Sell
21,937
-1,074
-5% -$177K 0.13% 165
2022
Q1 		$4.3M Sell
23,011
-2,516
-10% -$454K 0.14% 156
2021
Q4 		$4.18M Sell
25,527
-1,138
-4% -$194K 0.12% 179
2021
Q3 		$4.47M Buy
26,665
+1,161
+5% +$194K 0.14% 159
2021
Q2 		$4.21M Buy
25,504
+1,375
+6% +$215K 0.14% 174
2021
Q1 		$3.41M Buy
24,129
+5,504
+30% +$727K 0.12% 190
2020
Q4 		$2.25M Buy
18,625
+147
+0.8% +$16.3K 0.12% 184
2020
Q3 		$1.85M Buy
18,478
+1,876
+11% +$185K 0.1% 210
2020
Q2 		$1.58M Buy
16,602
+5,441
+49% +$501K 0.11% 198
2020
Q1 		$957K Buy
11,161
+6,097
+120% +$709K 0.08% 250
2019
Q4 		$632K Buy
5,064
+276
+6% +$33K 0.05% 349
2019
Q3 		$567K Sell
4,788
-1,660
-26% -$204K 0.06% 368
2019
Q2 		$797K Buy
6,448
+1,565
+32% +$184K 0.09% 243
2019
Q1 		$534K Buy
4,883
+950
+24% +$99.8K 0.07% 321
2018
Q4 		$375K Buy
3,933
+322
+9% +$33.7K 0.05% 375
2018
Q3 		$385K Buy
3,611
+180
+5% +$18.7K 0.05% 414
2018
Q2 		$338K Buy
3,431
+257
+8% +$25.3K 0.04% 420
2018
Q1 		$298K Sell
3,174
-215
-6% -$20.8K 0.04% 458
2017
Q4 		$338K Sell
3,389
-2,192
-39% -$209K 0.05% 408
2017
Q3 		$507K Buy
5,581
+146
+3% +$12.5K 0.08% 255
2017
Q2 		$459K Buy
5,435
+412
+8% +$32.6K 0.08% 269
2017
Q1 		$399K Sell
5,023
-441
-8% -$34.5K 0.08% 277
2016
Q4 		$406K Sell
5,464
-2,251
-29% -$156K 0.08% 270
2016
Q3 		$495K Sell
7,715
-375
-5% -$24.1K 0.1% 263
2016
Q2 		$493K Buy
8,090
+1,303
+19% +$82.5K 0.1% 253
2016
Q1 		$417K Buy
6,787
+3,299
+95% +$192K 0.1% 258
2015
Q4 		$243K Buy
3,488
+53
+2% +$3.86K 0.05% 430
2015
Q3 		$256K Buy
+3,435
New +$264K 0.06% 401
2015
Q2 		– Sell
-7,056
Closed -$551K – 540
2015
Q1 		$551K Sell
7,056
-5,016
-42% -$417K 0.13% 198
2014
Q4 		$8.62K Buy
12,072
+5,189
+75% +$465K 0.18% 117
2014
Q3 		$603K Sell
6,883
-6,083
-47% -$548K 0.16% 171
2014
Q2 		$691K Buy
12,966
+6,945
+115% +$626K 0.16% 137
2014
Q1 		$542K Buy
6,021
+3,439
+133% +$307K 0.16% 139
2013
Q4 		$234K Sell
2,582
-218
-8% -$17.9K 0.07% 299
2013
Q3 		$211K Buy
2,800
+50
+2% +$3.76K 0.07% 317
2013
Q2 		$206K Buy
+2,750
New +$196K 0.07% 311

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's AXP Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its American Express (AXP) stake by 0.75% in Q2 2026, selling an estimated $15.7K and leaving 6,511 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #168.

B. Riley Wealth Advisors first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.1M in Q2 2023. 1,032 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • B. Riley Wealth Advisors held 6,511 shares of American Express worth $2.22M as of Q2 2026.
  • B. Riley Wealth Advisors sold 49 American Express shares in Q2 2026, an estimated $15.7K.
  • American Express made up 0.12% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • B. Riley Wealth Advisors first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's American Express position peaked at $14.1M in Q2 2023.
  • 1,032 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.