Ramirez Asset Management’s American Express AXP Stock Holding History

Ramirez Asset 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	$1.75M	Sell	5,170 -2	-0%	-$640	0.18%	115
2026 Q1	$1.56M	Sell	5,172 -27	-0.5%	-$9.05K	0.19%	115
2025 Q4	$1.92M	Hold	5,199	–	–	0.25%	112
2025 Q3	$1.73M	Sell	5,199 -9	-0.2%	-$2.86K	0.24%	117
2025 Q2	$1.66M	Hold	5,208	–	–	0.25%	108
2025 Q1	$1.4M	Sell	5,208 -12	-0.2%	-$3.55K	0.29%	98
2024 Q4	$1.55M	Hold	5,220	–	–	0.31%	95
2024 Q3	$1.42M	Sell	5,220 -9	-0.2%	-$2.24K	0.27%	103
2024 Q2	$1.21M	Hold	5,229	–	–	0.25%	113
2024 Q1	$1.19M	Sell	5,229 -375	-7%	-$77.8K	0.24%	117
2023 Q4	$1.05M	Hold	5,604	–	–	0.21%	127
2023 Q3	$836K	Buy	+5,604	New	+$917K	0.18%	138

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Ramirez Asset Management's AXP Position: Q2 2026 in Review

Ramirez Asset Management reduced its American Express (AXP) stake by 0.04% in Q2 2026, selling an estimated $640 and leaving 5,170 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #115.

Ramirez Asset Management first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ramirez Asset Management held 5,170 shares of American Express worth $1.75M as of Q2 2026.
Ramirez Asset Management sold 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.18% of Ramirez Asset Management's portfolio in Q2 2026, its #115 holding.
Ramirez Asset Management first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's American Express position peaked at $1.92M in Q4 2025.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.