RZH
AXP icon

Relyea Zuckerberg Hanson’s American Express AXP Stock Holding History

Relyea Zuckerberg Hanson’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 		$766K Buy
2,266
+549
+32% +$176K 0.06% 133
2026
Q1 		$519K Sell
1,717
-24
-1% -$8.05K 0.05% 154
2025
Q4 		$644K Sell
1,741
-199
-10% -$71.2K 0.07% 135
2025
Q3 		$644K Sell
1,940
-490
-20% -$156K 0.07% 128
2025
Q2 		$775K Buy
2,430
+669
+38% +$188K 0.09% 112
2025
Q1 		$474K Sell
1,761
-417
-19% -$123K 0.06% 150
2024
Q4 		$646K Buy
2,178
+47
+2% +$13.5K 0.09% 117
2024
Q3 		$578K Buy
2,131
+73
+4% +$18.2K 0.09% 124
2024
Q2 		$477K Buy
2,058
+56
+3% +$13K 0.08% 131
2024
Q1 		$456K Buy
2,002
+32
+2% +$6.63K 0.08% 134
2023
Q4 		$369K Sell
1,970
-25
-1% -$4.02K 0.07% 142
2023
Q3 		$298K Buy
1,995
+88
+5% +$14.4K 0.07% 146
2023
Q2 		$332K Sell
1,907
-128
-6% -$20.7K 0.07% 137
2023
Q1 		$336K Buy
2,035
+126
+7% +$20.9K 0.08% 127
2022
Q4 		$282K Buy
+1,909
New +$283K 0.08% 136
2020
Q1 		– Sell
-1,683
Closed -$210K – 107
2019
Q4 		$210K Buy
+1,683
New +$201K 0.2% 102

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Relyea Zuckerberg Hanson's AXP Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its American Express (AXP) stake by 32% in Q2 2026, buying an estimated $176K and bringing the position to 2,266 shares worth $766K. The position accounts for 0.06% of the portfolio, ranked #133.

Relyea Zuckerberg Hanson first reported a position in AXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $775K in Q2 2025. 859 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Relyea Zuckerberg Hanson held 2,266 shares of American Express worth $766K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 549 American Express shares in Q2 2026, an estimated $176K.
  • American Express made up 0.06% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #133 holding.
  • Relyea Zuckerberg Hanson first reported a position in American Express in Q4 2019 and has held it in 16 quarters since.
  • Relyea Zuckerberg Hanson's American Express position peaked at $775K in Q2 2025.
  • 859 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.