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 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

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

Frank Rimerman Advisors's AXP Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its American Express (AXP) stake by 0.65% in Q1 2026, selling an estimated $32.2K and leaving 14,666 shares worth $4.44M. The position accounts for 0.29% of the portfolio, ranked #57.

Frank Rimerman Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.46M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Frank Rimerman Advisors held 14,666 shares of American Express worth $4.44M as of Q1 2026.
Frank Rimerman Advisors sold 96 American Express shares in Q1 2026, an estimated $32.2K.
American Express made up 0.29% of Frank Rimerman Advisors's portfolio in Q1 2026, its #57 holding.
Frank Rimerman Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's American Express position peaked at $5.46M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.