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RAM Investment Partners’s American Express AXP Stock Holding History

RAM Investment Partners’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 		$249K Buy
737
+23
+3% +$7.36K 0.04% 109
2026
Q1 		$216K Buy
714
+345
+93% +$116K 0.04% 114
2025
Q4 		$137K Buy
+369
New +$132K 0.02% 108
2024
Q2 		– Sell
-1,089
Closed -$248K – 86
2024
Q1 		$248K Buy
+1,089
New +$226K 0.08% 73

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

RAM Investment Partners's AXP Position: Q2 2026 in Review

RAM Investment Partners increased its American Express (AXP) stake by 3.2% in Q2 2026, buying an estimated $7.36K and bringing the position to 737 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #109.

RAM Investment Partners first reported a position in AXP in Q1 2024 and has held it in 4 quarters since. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • RAM Investment Partners held 737 shares of American Express worth $249K as of Q2 2026.
  • RAM Investment Partners bought 23 American Express shares in Q2 2026, an estimated $7.36K.
  • American Express made up 0.04% of RAM Investment Partners's portfolio in Q2 2026, its #109 holding.
  • RAM Investment Partners first reported a position in American Express in Q1 2024 and has held it in 4 quarters since.
  • 1,429 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.