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 Q2	$14.2M	Buy	42,000 +5,300	+14%	+$1.7M	0.81%	53
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Rheos Capital Works's AXP Position: Q2 2026 in Review

Rheos Capital Works increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $1.7M and bringing the position to 42,000 shares worth $14.2M. The position accounts for 0.81% of the portfolio, ranked #53.

Rheos Capital Works first reported a position in AXP in Q1 2021 and has held it in 20 quarters since. The position peaked at $42.1M in Q1 2024. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Rheos Capital Works held 42,000 shares of American Express worth $14.2M as of Q2 2026.
Rheos Capital Works bought 5,300 American Express shares in Q2 2026, an estimated $1.7M.
American Express made up 0.81% of Rheos Capital Works's portfolio in Q2 2026, its #53 holding.
Rheos Capital Works first reported a position in American Express in Q1 2021 and has held it in 20 quarters since.
Rheos Capital Works's American Express position peaked at $42.1M in Q1 2024.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rheos Capital Works's 13F filing for Q2 2026, filed 7 Aug 2026.