Rakuten Investment Management’s American Express AXP Stock Holding History

Rakuten Investment 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 Q1	–	Sell	-71,504	Closed	-$26.8M	–	497
2025 Q4	$26.8M	Sell	71,504 -15,645	-18%	-$5.6M	0.09%	73
2025 Q3	$9.57M	Buy	+87,149	New	+$27.7M	0.03%	141
2025 Q1	$13.5M	Buy	+50,964	New	+$15.1M	0.06%	83
2024 Q3	$8.7M	Buy	32,080 +7,778	+32%	+$1.94M	0.05%	74
2024 Q2	$5.55M	Buy	24,302 +8,828	+57%	+$2.04M	0.04%	76
2024 Q1	$3.52M	Buy	15,474 +14,014	+960%	+$2.91M	0.03%	79
2023 Q4	$274K	Buy	+1,460	New	+$235K	﹤0.01%	85

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

Rakuten Investment Management's AXP Position: Q1 2026 in Review

Rakuten Investment Management sold out of American Express (AXP) in Q1 2026, closing a stake of 71,504 shares — an estimated $26.8M sold.

Rakuten Investment Management first reported a position in AXP in Q4 2023 and held it in 7 quarters. The position peaked at $26.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Rakuten Investment Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Rakuten Investment Management sold 71,504 American Express shares in Q1 2026, an estimated $26.8M.
Rakuten Investment Management first reported a position in American Express in Q4 2023 and held it in 7 quarters.
Rakuten Investment Management's American Express position peaked at $26.8M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.