Frank Rimerman Advisors’s American Express AXP Stock Holding History

Frank Rimerman 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 Q3	$4.49M	Buy	14,777 +1	+0%	+$334	0.25%	63
2026 Q2	$5M	Buy	14,776 +110	+0.8%	+$35.2K	0.28%	54
2026 Q1	$4.44M	Sell	14,666 -96	-0.7%	-$32.2K	0.29%	57
2025 Q4	$5.46M	Buy	14,762 +54	+0.4%	+$19.3K	0.35%	45
2025 Q3	$4.89M	Sell	14,708 -11	-0.1%	-$3.5K	0.31%	50
2025 Q2	$4.7M	Buy	14,719 +2,373	+19%	+$668K	0.32%	48
2025 Q1	$3.32M	Buy	12,346 +172	+1%	+$50.8K	0.26%	61
2024 Q4	$3.61M	Buy	12,174 +93	+0.8%	+$26.7K	0.26%	60
2024 Q3	$3.28M	Buy	12,081 +1,028	+9%	+$256K	0.23%	68
2024 Q2	$2.56M	Buy	11,053 +11,015	+28,987%	+$2.55M	0.18%	91
2024 Q1	$8.65K	Hold	38	–	–	﹤0.01%	179
2023 Q4	$7.12K	Buy	+38	New	+$6.12K	﹤0.01%	184

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Frank Rimerman Advisors's AXP Position: Q3 2026 in Review

Frank Rimerman Advisors increased its American Express (AXP) stake by 0.01% in Q3 2026, buying an estimated $334 and bringing the position to 14,777 shares worth $4.49M. The position accounts for 0.25% of the portfolio, ranked #63.

Frank Rimerman Advisors first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.46M in Q4 2025. 668 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Frank Rimerman Advisors held 14,777 shares of American Express worth $4.49M as of Q3 2026.
Frank Rimerman Advisors bought 1 American Express share in Q3 2026, an estimated $334.
American Express made up 0.25% of Frank Rimerman Advisors's portfolio in Q3 2026, its #63 holding.
Frank Rimerman Advisors first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's American Express position peaked at $5.46M in Q4 2025.
668 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.