Red Door Wealth Management’s American Express AXP Stock Holding History

Red Door Wealth 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	$2.78M	Sell	8,232 -823	-9%	-$264K	0.25%	66
2026 Q1	$2.74M	Buy	9,055 +305	+3%	+$102K	0.28%	71
2025 Q4	$3.24M	Buy	8,750 +924	+12%	+$331K	0.34%	64
2025 Q3	$2.6M	Sell	7,826 -2	-0%	-$636	0.28%	71
2025 Q2	$2.5M	Buy	7,828 +2,178	+39%	+$613K	0.3%	66
2025 Q1	$1.52M	Buy	5,650 +1,283	+29%	+$379K	0.22%	72
2024 Q4	$1.3M	Buy	4,367 +31	+0.7%	+$8.91K	0.2%	78
2024 Q3	$1.18M	Hold	4,336	–	–	0.2%	78
2024 Q2	$1M	Buy	4,336 +37	+0.9%	+$8.57K	0.18%	80
2024 Q1	$979K	Hold	4,299	–	–	0.19%	80
2023 Q4	$805K	Hold	4,299	–	–	0.17%	84
2023 Q3	$641K	Buy	4,299 +356	+9%	+$58.2K	0.16%	88
2023 Q2	$687K	Buy	+3,943	New	+$636K	0.15%	104
2021 Q3	–	Sell	-703	Closed	-$116K	–	189
2021 Q2	$116K	Buy	+703	New	+$110K	0.05%	193
2020 Q3	–	Sell	-693	Closed	-$65K	–	127
2020 Q2	$65K	Buy	693 +188	+37%	+$17.3K	0.05%	167
2020 Q1	$43K	Buy	+505	New	+$58.8K	0.04%	175

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Red Door Wealth Management's AXP Position: Q2 2026 in Review

Red Door Wealth Management reduced its American Express (AXP) stake by 9.1% in Q2 2026, selling an estimated $264K and leaving 8,232 shares worth $2.78M. The position accounts for 0.25% of the portfolio, ranked #66.

Red Door Wealth Management first reported a position in AXP in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.24M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Red Door Wealth Management held 8,232 shares of American Express worth $2.78M as of Q2 2026.
Red Door Wealth Management sold 823 American Express shares in Q2 2026, an estimated $264K.
American Express made up 0.25% of Red Door Wealth Management's portfolio in Q2 2026, its #66 holding.
Red Door Wealth Management first reported a position in American Express in Q1 2020 and has held it in 16 quarters since.
Red Door Wealth Management's American Express position peaked at $3.24M in Q4 2025.
1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.