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Rhodes Investment Advisors’s American Express AXP Stock Holding History

Rhodes 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
Q2 		$1.18M Buy
3,486
+1,271
+57% +$407K 0.87% 39
2026
Q1 		$670K Buy
2,215
+125
+6% +$41.9K 0.58% 53
2025
Q4 		$773K Buy
+2,090
New +$748K 0.63% 49

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rhodes Investment Advisors's AXP Position: Q2 2026 in Review

Rhodes Investment Advisors increased its American Express (AXP) stake by 57% in Q2 2026, buying an estimated $407K and bringing the position to 3,486 shares worth $1.18M. The position accounts for 0.87% of the portfolio, ranked #39.

Rhodes Investment Advisors first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rhodes Investment Advisors held 3,486 shares of American Express worth $1.18M as of Q2 2026.
  • Rhodes Investment Advisors bought 1,271 American Express shares in Q2 2026, an estimated $407K.
  • American Express made up 0.87% of Rhodes Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Rhodes Investment Advisors first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.