RWPA
AXP icon

Richard W. Paul & Associates’s American Express AXP Stock Holding History

Richard W. Paul & Associates’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 		$453K Sell
1,340
-124
-8% -$39.7K 0.14% 118
2026
Q1 		$443K Sell
1,464
-26
-2% -$8.72K 0.15% 120
2025
Q4 		$551K Sell
1,490
-120
-7% -$42.9K 0.18% 112
2025
Q3 		$535K Sell
1,610
-11
-0.7% -$3.5K 0.18% 116
2025
Q2 		$517K Sell
1,621
-10
-0.6% -$2.81K 0.19% 111
2025
Q1 		$439K Sell
1,631
-20
-1% -$5.91K 0.17% 121
2024
Q4 		$490K Sell
1,651
-83
-5% -$23.8K 0.18% 121
2024
Q3 		$470K Sell
1,734
-41
-2% -$10.2K 0.17% 123
2024
Q2 		$411K Sell
1,775
-23
-1% -$5.33K 0.16% 128
2024
Q1 		$409K Sell
1,798
-75
-4% -$15.6K 0.16% 129
2023
Q4 		$351K Sell
1,873
-64
-3% -$10.3K 0.15% 137
2023
Q3 		$289K Sell
1,937
-76
-4% -$12.4K 0.13% 143
2023
Q2 		$351K Sell
2,013
-32
-2% -$5.16K 0.15% 141
2023
Q1 		$337K Sell
2,045
-139
-6% -$23.1K 0.16% 142
2022
Q4 		$323K Buy
+2,184
New +$324K 0.16% 138

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 $3.38T AUM 44.17% 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

Richard W. Paul & Associates's AXP Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its American Express (AXP) stake by 8.5% in Q2 2026, selling an estimated $39.7K and leaving 1,340 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #118.

Richard W. Paul & Associates first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $551K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Richard W. Paul & Associates held 1,340 shares of American Express worth $453K as of Q2 2026.
  • Richard W. Paul & Associates sold 124 American Express shares in Q2 2026, an estimated $39.7K.
  • American Express made up 0.14% of Richard W. Paul & Associates's portfolio in Q2 2026, its #118 holding.
  • Richard W. Paul & Associates first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's American Express position peaked at $551K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.