Rheos Capital Works’s American Express AXP Stock Holding History

Rheos Capital Works’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	$11.1M	Hold	36,700	–	–	0.74%	50
2025 Q4	$13.6M	Hold	36,700	–	–	0.87%	40
2025 Q3	$12.2M	Hold	36,700	–	–	0.68%	47
2025 Q2	$11.7M	Hold	36,700	–	–	0.67%	46
2025 Q1	$9.87M	Sell	36,700 -78,500	-68%	-$23.2M	0.8%	45
2024 Q4	$34.2M	Buy	115,200 +16,500	+17%	+$4.74M	1.89%	11
2024 Q3	$26.8M	Buy	98,700 +16,000	+19%	+$3.98M	1.4%	24
2024 Q2	$19.1M	Sell	82,700 -102,000	-55%	-$23.6M	1%	34
2024 Q1	$42.1M	Buy	184,700 +65,700	+55%	+$13.6M	2.01%	11
2023 Q4	$22.3M	Buy	119,000 +88,000	+284%	+$14.2M	1.23%	21
2023 Q3	$4.63M	Buy	+31,000	New	+$5.07M	0.28%	95
2023 Q1	–	Sell	-59,900	Closed	-$8.85M	–	111
2022 Q4	$8.85M	Hold	59,900	–	–	0.53%	68
2022 Q3	$8.08M	Hold	59,900	–	–	0.54%	70
2022 Q2	$8.3M	Hold	59,900	–	–	0.62%	69
2022 Q1	$11.2M	Sell	59,900 -77,300	-56%	-$14M	0.54%	70
2021 Q4	$22.4M	Hold	137,200	–	–	0.98%	32
2021 Q3	$23M	Hold	137,200	–	–	1.18%	24
2021 Q2	$22.7M	Hold	137,200	–	–	1.14%	20
2021 Q1	$19.4M	Buy	+137,200	New	+$18.1M	1.28%	19

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rheos Capital Works's AXP Position: Q1 2026 in Review

Rheos Capital Works held its American Express (AXP) position steady in Q1 2026 at 36,700 shares worth $11.1M. The position accounts for 0.74% of the portfolio, ranked #50.

Rheos Capital Works first reported a position in AXP in Q1 2021 and has held it in 19 quarters since. The position peaked at $42.1M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Rheos Capital Works held 36,700 shares of American Express worth $11.1M as of Q1 2026.
Rheos Capital Works left its American Express share count unchanged in Q1 2026.
American Express made up 0.74% of Rheos Capital Works's portfolio in Q1 2026, its #50 holding.
Rheos Capital Works first reported a position in American Express in Q1 2021 and has held it in 19 quarters since.
Rheos Capital Works's American Express position peaked at $42.1M in Q1 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.