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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
Q1 		– Sell
-1,561
Closed -$577K – 913
2025
Q4 		$577K Sell
1,561
-154,539
-99% -$55.3M 0.03% 472
2025
Q3 		$519K Buy
+156,100
New +$49.7M 0.02% 510

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.