Richards, Merrill & Peterson’s American Express AXP Stock Holding History

Richards, Merrill & Peterson’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 Q3	$1.37M	Sell	4,507 -39	-0.9%	-$13K	0.42%	62
2026 Q2	$1.54M	Buy	4,546 +1,665	+58%	+$533K	0.49%	52
2026 Q1	$871K	Sell	2,881 -18	-0.6%	-$6.04K	0.32%	80
2025 Q4	$1.07M	Buy	2,899 +310	+12%	+$111K	0.41%	65
2025 Q3	$860K	Buy	2,589 +89	+4%	+$28.3K	0.37%	79
2025 Q2	$797K	Buy	2,500 +355	+17%	+$100K	0.38%	73
2025 Q1	$577K	Buy	2,145 +88	+4%	+$26K	0.3%	81
2024 Q4	$611K	Buy	+2,057	New	+$591K	0.32%	79

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Richards, Merrill & Peterson's AXP Position: Q3 2026 in Review

Richards, Merrill & Peterson reduced its American Express (AXP) stake by 0.86% in Q3 2026, selling an estimated $13K and leaving 4,507 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #62.

Richards, Merrill & Peterson first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q2 2026. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Richards, Merrill & Peterson held 4,507 shares of American Express worth $1.37M as of Q3 2026.
Richards, Merrill & Peterson sold 39 American Express shares in Q3 2026, an estimated $13K.
American Express made up 0.42% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #62 holding.
Richards, Merrill & Peterson first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Richards, Merrill & Peterson's American Express position peaked at $1.54M in Q2 2026.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.