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 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%	+$99.9K	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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Richards, Merrill & Peterson's AXP Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its American Express (AXP) stake by 58% in Q2 2026, buying an estimated $533K and bringing the position to 4,546 shares worth $1.54M. The position accounts for 0.49% of the portfolio, ranked #52.

Richards, Merrill & Peterson first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Richards, Merrill & Peterson held 4,546 shares of American Express worth $1.54M as of Q2 2026.
Richards, Merrill & Peterson bought 1,665 American Express shares in Q2 2026, an estimated $533K.
American Express made up 0.49% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #52 holding.
Richards, Merrill & Peterson first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.