Raymond James Financial
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Raymond James Financial’s American Express AXP Stock Holding History

Raymond James Financial’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 		$321M Buy
1,060,440
+11,074
+1% +$3.71M 0.1% 181
2025
Q4 		$388M Buy
1,049,366
+9,852
+0.9% +$3.53M 0.12% 137
2025
Q3 		$345M Sell
1,039,514
-7,811
-0.7% -$2.48M 0.11% 154
2025
Q2 		$334M Buy
1,047,325
+12,916
+1% +$3.64M 0.12% 155
2025
Q1 		$278M Buy
1,034,409
+50,277
+5% +$14.9M 0.1% 180
2024
Q4 		$292M Buy
+984,132
New +$283M 0.11% 174

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Raymond James Financial's AXP Position: Q1 2026 in Review

Raymond James Financial increased its American Express (AXP) stake by 1.1% in Q1 2026, buying an estimated $3.71M and bringing the position to 1,060,440 shares worth $321M. The position accounts for 0.1% of the portfolio, ranked #181.

Raymond James Financial first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $388M in Q4 2025. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Raymond James Financial held 1,060,440 shares of American Express worth $321M as of Q1 2026.
  • Raymond James Financial bought 11,074 American Express shares in Q1 2026, an estimated $3.71M.
  • American Express made up 0.1% of Raymond James Financial's portfolio in Q1 2026, its #181 holding.
  • Raymond James Financial first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's American Express position peaked at $388M in Q4 2025.
  • 2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.