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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.