Regatta Research & Money Management’s American Express AXP Stock Holding History

Regatta Research & Money Management’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 Q2	$144K	Buy	+427	New	+$137K	0.14%	144

Other funds holding AXP

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

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

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

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regatta Research & Money Management's AXP Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in American Express (AXP) in Q2 2026: 427 shares worth $144K. The stake represents 0.14% of the portfolio and ranks #144 among its holdings.

2,485 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Regatta Research & Money Management held 427 shares of American Express worth $144K as of Q2 2026.
American Express was a new Regatta Research & Money Management position in Q2 2026.
American Express made up 0.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #144 holding.
2,485 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.