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
2020 Q1	–	Sell	-261,000	Closed	-$32.5M	–	659
2019 Q4	$32.5M	Buy	+261,000	New	+$31.2M	0.9%	16
2019 Q3	–	Sell	-500,000	Closed	-$61.7M	–	707
2019 Q2	$61.7M	Buy	500,000 +249,000	+99%	+$29.2M	1.56%	5
2019 Q1	$27.4M	Buy	+251,000	New	+$26.4M	0.69%	23
2018 Q4	–	Sell	-234,000	Closed	-$24.9M	–	896
2018 Q3	$24.9M	Hold	234,000	–	–	0.6%	37
2018 Q2	$22.9M	Buy	234,000 +124,500	+114%	+$12.2M	0.55%	39
2018 Q1	$10.2M	Sell	109,500 -168,500	-61%	-$16.3M	0.26%	108
2017 Q4	$27.6M	Buy	278,000 +142,000	+104%	+$13.5M	0.72%	12
2017 Q3	$12.3M	Sell	136,000 -88,000	-39%	-$7.56M	0.32%	96
2017 Q2	$18.9M	Buy	224,000 +128,000	+133%	+$10.1M	0.54%	36
2017 Q1	$7.59M	Sell	96,000 -66,000	-41%	-$5.16M	0.31%	91
2016 Q4	$12M	Buy	162,000 +4,000	+3%	+$277K	0.65%	54
2016 Q3	$10.1M	Sell	158,000 -70,000	-31%	-$4.5M	0.55%	58
2016 Q2	$13.9M	Buy	228,000 +193,500	+561%	+$12.3M	0.72%	36
2016 Q1	$2.12M	Buy	+34,500	New	+$2.01M	0.14%	164

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Curi RMB Capital's AXP Position: Q2 2026 in Review

Curi RMB Capital reduced its American Express (AXP) stake by 7.3% in Q2 2026, selling an estimated $156K and leaving 6,210 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #332.

Curi RMB Capital first reported a position in AXP in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.31M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Curi RMB Capital held 6,210 shares of American Express worth $2.1M as of Q2 2026.
Curi RMB Capital sold 487 American Express shares in Q2 2026, an estimated $156K.
American Express made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #332 holding.
Curi RMB Capital first reported a position in American Express in Q2 2016 and has held it in 40 quarters since.
Curi RMB Capital's American Express position peaked at $2.31M in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.