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Realta Investment Advisors’s American Express AXP Stock Holding History

Realta Investment Advisors’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 		$1.55M Buy
4,594
+419
+10% +$134K 0.48% 53
2026
Q1 		$1.26M Buy
4,175
+250
+6% +$83.8K 0.44% 57
2025
Q4 		$1.45M Sell
3,925
-604
-13% -$216K 0.48% 51
2025
Q3 		$1.5M Buy
4,529
+482
+12% +$153K 0.5% 46
2025
Q2 		$1.29M Buy
4,047
+140
+4% +$39.4K 0.51% 48
2025
Q1 		$1.05M Buy
3,907
+202
+5% +$59.7K 0.48% 54
2024
Q4 		$1.12M Buy
3,705
+99
+3% +$28.4K 0.46% 50
2024
Q3 		$997K Sell
3,606
-24,219
-87% -$6.03M 0.46% 51
2024
Q2 		$6.44M Sell
27,825
-54
-0.2% -$12.5K 1.26% 9
2024
Q1 		$6.35M Buy
27,879
+950
+4% +$197K 1.31% 9
2023
Q4 		$5.04M Buy
26,929
+2,292
+9% +$369K 1.14% 12
2023
Q3 		$4.29M Sell
24,637
-355
-1% -$58.1K 0.99% 13
2023
Q2 		$4.35M Sell
24,992
-92
-0.4% -$14.8K 0.95% 13
2023
Q1 		$4.14M Buy
25,084
+110
+0.4% +$18.2K 1.01% 12
2022
Q4 		$3.69M Buy
24,974
+352
+1% +$52.2K 0.9% 11
2022
Q3 		$3.32M Sell
24,622
-1,942
-7% -$294K 0.87% 12
2022
Q2 		$3.73M Buy
26,564
+47
+0.2% +$7.76K 0.91% 15
2022
Q1 		$4.96M Buy
26,517
+3,525
+15% +$637K 0.99% 14
2021
Q4 		$3.76M Sell
22,992
-183
-0.8% -$31.2K 0.83% 17
2021
Q3 		$3.88M Buy
23,175
+41
+0.2% +$6.86K 0.92% 19
2021
Q2 		$3.82M Buy
23,134
+48
+0.2% +$7.52K 0.91% 17
2021
Q1 		$3.27M Buy
23,086
+12,430
+117% +$1.64M 0.86% 18
2020
Q4 		$1.29M Buy
10,656
+111
+1% +$12.3K 0.36% 59
2020
Q3 		$1.06M Buy
10,545
+173
+2% +$17K 0.35% 61
2020
Q2 		$987K Buy
10,372
+473
+5% +$43.5K 0.32% 68
2020
Q1 		$847K Buy
9,899
+873
+10% +$102K 0.36% 63
2019
Q4 		$1.08M Sell
9,026
-73,798
-89% -$8.82M 0.3% 62
2019
Q3 		$9.8M Buy
82,824
+73,716
+809% +$9.04M 2.66% 4
2019
Q2 		$1.13M Buy
9,108
+1,208
+15% +$142K 0.31% 60
2019
Q1 		$864K Buy
+7,900
New +$830K 0.39% 63

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Realta Investment Advisors's AXP Position: Q2 2026 in Review

Realta Investment Advisors increased its American Express (AXP) stake by 10% in Q2 2026, buying an estimated $134K and bringing the position to 4,594 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #53.

Realta Investment Advisors first reported a position in AXP in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.8M in Q3 2019. 804 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Realta Investment Advisors held 4,594 shares of American Express worth $1.55M as of Q2 2026.
  • Realta Investment Advisors bought 419 American Express shares in Q2 2026, an estimated $134K.
  • American Express made up 0.48% of Realta Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Realta Investment Advisors first reported a position in American Express in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's American Express position peaked at $9.8M in Q3 2019.
  • 804 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.