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Rialto Wealth Management’s American Express AXP Stock Holding History

Rialto Wealth Management’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 		$74.4K Buy
220
+21
+11% +$6.72K 0.01% 290
2026
Q1 		$60.2K Buy
199
+23
+13% +$7.71K 0.01% 269
2025
Q4 		$65.1K Buy
176
+3
+2% +$1.07K 0.02% 259
2025
Q3 		$57.5K Buy
173
+5
+3% +$1.59K 0.01% 258
2025
Q2 		$53.6K Buy
168
+8
+5% +$2.25K 0.02% 262
2025
Q1 		$43K Buy
160
+5
+3% +$1.48K 0.01% 272
2024
Q4 		$46K Buy
+155
New +$44.5K 0.02% 266

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

Rialto Wealth Management's AXP Position: Q2 2026 in Review

Rialto Wealth Management increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $6.72K and bringing the position to 220 shares worth $74.4K. The position accounts for 0.01% of the portfolio, ranked #290.

Rialto Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rialto Wealth Management held 220 shares of American Express worth $74.4K as of Q2 2026.
  • Rialto Wealth Management bought 21 American Express shares in Q2 2026, an estimated $6.72K.
  • American Express made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Rialto Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.