RIA
AXP icon

Regal Investment Advisors’s American Express AXP Stock Holding History

Regal 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
Q1 		$393K Sell
1,300
-167
-11% -$56K 0.02% 480
2025
Q4 		$543K Buy
1,467
+57
+4% +$20.4K 0.03% 404
2025
Q3 		$468K Buy
1,410
+324
+30% +$103K 0.03% 387
2025
Q2 		$346K Buy
+1,086
New +$306K 0.03% 393
2025
Q1 		– Sell
-980
Closed -$291K – 464
2024
Q4 		$291K Sell
980
-262
-21% -$75.3K 0.02% 409
2024
Q3 		$337K Sell
1,242
-399
-24% -$99.4K 0.02% 423
2024
Q2 		$380K Buy
1,641
+117
+8% +$27.1K 0.02% 406
2024
Q1 		$347K Sell
1,524
-204
-12% -$42.3K 0.02% 431
2023
Q4 		$324K Sell
1,728
-310
-15% -$49.9K 0.02% 404
2023
Q3 		$304K Buy
2,038
+512
+34% +$83.7K 0.03% 387
2023
Q2 		$266K Buy
1,526
+255
+20% +$41.1K 0.02% 419
2023
Q1 		$210K Sell
1,271
-87
-6% -$14.4K 0.02% 474
2022
Q4 		$201K Sell
1,358
-321
-19% -$47.6K 0.02% 458
2022
Q3 		$227K Buy
1,679
+151
+10% +$22.9K 0.02% 421
2022
Q2 		$212K Buy
+1,528
New +$252K 0.02% 449
2018
Q3 		– Sell
-18,302
Closed -$1.79M – 322
2018
Q2 		$1.79M Sell
18,302
-3,955
-18% -$389K 0.54% 53
2018
Q1 		$2.08M Sell
22,257
-281
-1% -$27.2K 0.46% 65
2017
Q4 		$2.24M Sell
22,538
-620
-3% -$59K 0.5% 66
2017
Q3 		$2.1M Sell
23,158
-3,050
-12% -$262K 0.49% 70
2017
Q2 		$2.21M Buy
+26,208
New +$2.07M 0.55% 67
2013
Q4 		– Sell
-100
Closed -$8K – 827
2013
Q3 		$8K Sell
100
-150
-60% -$11.3K ﹤0.01% 630
2013
Q2 		$19K Buy
+250
New +$17.8K 0.01% 467

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Regal Investment Advisors's AXP Position: Q1 2026 in Review

Regal Investment Advisors reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $56K and leaving 1,300 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #480.

Regal Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.24M in Q4 2017. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Regal Investment Advisors held 1,300 shares of American Express worth $393K as of Q1 2026.
  • Regal Investment Advisors sold 167 American Express shares in Q1 2026, an estimated $56K.
  • American Express made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #480 holding.
  • Regal Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 22 quarters since.
  • Regal Investment Advisors's American Express position peaked at $2.24M in Q4 2017.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.