Rachor Investment Advisory Services’s American Express AXP Stock Holding History

Rachor Investment Advisory Services’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	$205K	Buy	606 +2	+0.3%	+$640	0.1%	24
2026 Q1	$183K	Buy	604 +1	+0.2%	+$335	0.1%	24
2025 Q4	$223K	Buy	+603	New	+$216K	0.12%	22

Other funds holding AXP

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rachor Investment Advisory Services's AXP Position: Q2 2026 in Review

Rachor Investment Advisory Services increased its American Express (AXP) stake by 0.33% in Q2 2026, buying an estimated $640 and bringing the position to 606 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #24.

Rachor Investment Advisory Services first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 1,786 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Rachor Investment Advisory Services held 606 shares of American Express worth $205K as of Q2 2026.
Rachor Investment Advisory Services bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.1% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #24 holding.
Rachor Investment Advisory Services first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
Rachor Investment Advisory Services's American Express position peaked at $223K in Q4 2025.
1,786 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.