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Curi RMB Capital’s American Express AXP Stock Holding History

Curi RMB Capital’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 		$2.03M Buy
6,697
+441
+7% +$148K 0.04% 328
2025
Q4 		$2.31M Sell
6,256
-196
-3% -$70.1K 0.04% 312
2025
Q3 		$2.14M Buy
6,452
+130
+2% +$41.4K 0.04% 320
2025
Q2 		$2.02M Buy
6,322
+3,918
+163% +$1.1M 0.04% 328
2025
Q1 		$647K Buy
2,404
+727
+43% +$215K 0.02% 361
2024
Q4 		$498K Sell
1,677
-622
-27% -$179K 0.01% 411
2024
Q3 		$623K Buy
2,299
+354
+18% +$88.1K 0.01% 399
2024
Q2 		$450K Sell
1,945
-2,116
-52% -$490K 0.01% 434
2024
Q1 		$925K Buy
4,061
+379
+10% +$78.6K 0.02% 355
2023
Q4 		$690K Buy
3,682
+24
+0.7% +$3.86K 0.02% 349
2023
Q3 		$546K Buy
3,658
+345
+10% +$56.4K 0.02% 358
2023
Q2 		$577K Buy
3,313
+81
+3% +$13.1K 0.02% 354
2023
Q1 		$533K Sell
3,232
-100
-3% -$16.6K 0.02% 359
2022
Q4 		$492K Buy
3,332
+69
+2% +$10.2K 0.02% 365
2022
Q3 		$440K Buy
3,263
+132
+4% +$20K 0.02% 370
2022
Q2 		$434K Buy
3,131
+92
+3% +$15.2K 0.01% 368
2022
Q1 		$568K Sell
3,039
-1,750
-37% -$316K 0.02% 319
2021
Q4 		$783K Hold
4,789
– – 0.02% 310
2021
Q3 		$802K Sell
4,789
-7,101
-60% -$1.19M 0.03% 298
2021
Q2 		$1.97M Hold
11,890
– – 0.07% 209
2021
Q1 		$1.68M Buy
11,890
+1,062
+10% +$140K 0.06% 203
2020
Q4 		$1.31M Buy
10,828
+2,423
+29% +$268K 0.05% 274
2020
Q3 		$842K Buy
8,405
+1,132
+16% +$111K 0.04% 328
2020
Q2 		$692K Buy
7,273
+389
+6% +$35.8K 0.03% 356
2020
Q1 		$590K Sell
6,884
-1,485
-18% -$173K 0.03% 372
2019
Q4 		$1.04M Buy
8,369
+1,040
+14% +$124K 0.03% 357
2019
Q3 		$867K Buy
7,329
+524
+8% +$64.3K 0.02% 408
2019
Q2 		$840K Sell
6,805
-3,393
-33% -$399K 0.02% 447
2019
Q1 		$1.11M Buy
10,198
+2,150
+27% +$226K 0.03% 432
2018
Q4 		$767K Sell
8,048
-2,400
-23% -$251K 0.02% 542
2018
Q3 		$1.11M Buy
10,448
+400
+4% +$41.6K 0.03% 486
2018
Q2 		$985K Buy
10,048
+398
+4% +$39.1K 0.02% 495
2018
Q1 		$900K Sell
9,650
-6,110
-39% -$592K 0.02% 525
2017
Q4 		$1.56M Buy
15,760
+5,000
+46% +$476K 0.04% 415
2017
Q3 		$973K Hold
10,760
– – 0.03% 436
2017
Q2 		$906K Buy
10,760
+8,286
+335% +$656K 0.03% 463
2017
Q1 		$196K Buy
+2,474
New +$193K 0.01% 514
2016
Q4 		– Sell
-92
Closed -$6.37K – 472
2016
Q3 		$6K Hold
92
– – ﹤0.01% 430
2016
Q2 		$6K Buy
+92
New +$5.83K ﹤0.01% 432

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Curi RMB Capital's AXP Position: Q1 2026 in Review

Curi RMB Capital increased its American Express (AXP) stake by 7% in Q1 2026, buying an estimated $148K and bringing the position to 6,697 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #328.

Curi RMB Capital first reported a position in AXP in Q2 2016 and has held it in 39 quarters since. The position peaked at $2.31M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Curi RMB Capital held 6,697 shares of American Express worth $2.03M as of Q1 2026.
  • Curi RMB Capital bought 441 American Express shares in Q1 2026, an estimated $148K.
  • American Express made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #328 holding.
  • Curi RMB Capital first reported a position in American Express in Q2 2016 and has held it in 39 quarters since.
  • Curi RMB Capital's American Express position peaked at $2.31M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.