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Matthew Hamilton Rosenberg’s American Express AXP Stock Holding History

Matthew Hamilton Rosenberg’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 		$574K Buy
1,697
+402
+31% +$129K 0.11% 95
2026
Q1 		$392K Buy
1,295
+16
+1% +$5.37K 0.08% 119
2025
Q4 		$473K Hold
1,279
– – 0.1% 92
2025
Q3 		$425K Buy
1,279
+10
+0.8% +$3.18K 0.09% 102
2025
Q2 		$405K Buy
1,269
+55
+5% +$15.5K 0.09% 101
2025
Q1 		$327K Sell
1,214
-15
-1% -$4.43K 0.08% 114
2024
Q4 		$365K Buy
1,229
+113
+10% +$32.5K 0.09% 100
2024
Q3 		$303K Hold
1,116
– – 0.08% 129
2024
Q2 		$261K Hold
1,116
– – 0.08% 141
2024
Q1 		$254K Sell
1,116
-24
-2% -$4.98K 0.07% 148
2023
Q4 		$214K Buy
1,140
+73
+7% +$11.8K 0.07% 167
2023
Q3 		$159K Buy
1,067
+60
+6% +$9.81K 0.05% 209
2023
Q2 		$175K Sell
1,007
-277
-22% -$44.7K 0.06% 196
2023
Q1 		$212K Hold
1,284
– – 0.07% 174
2022
Q4 		$190K Buy
1,284
+52
+4% +$7.71K 0.06% 183
2022
Q3 		$166K Buy
1,232
+22
+2% +$3.33K 0.06% 188
2022
Q2 		$170K Sell
1,210
-300
-20% -$49.6K 0.06% 192
2022
Q1 		$282K Buy
1,510
+78
+5% +$14.1K 0.1% 127
2021
Q4 		$234K Hold
1,432
– – 0.08% 160
2021
Q3 		$240K Buy
1,432
+402
+39% +$67.2K 0.09% 139
2021
Q2 		$170K Hold
1,030
– – 0.09% 162
2021
Q1 		$146K Hold
1,030
– – 0.08% 177
2020
Q4 		$125K Hold
1,030
– – 0.08% 188
2020
Q3 		$103K Hold
1,030
– – 0.08% 200
2020
Q2 		$98K Buy
+1,030
New +$94.8K 0.08% 194

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Matthew Hamilton Rosenberg's AXP Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its American Express (AXP) stake by 31% in Q2 2026, buying an estimated $129K and bringing the position to 1,697 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #95.

Matthew Hamilton Rosenberg first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. 2,994 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,697 shares of American Express worth $574K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 402 American Express shares in Q2 2026, an estimated $129K.
  • American Express made up 0.11% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #95 holding.
  • Matthew Hamilton Rosenberg first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
  • 2,994 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.