RFS
AXP icon

Richardson Financial Services’s American Express AXP Stock Holding History

Richardson Financial Services’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 		$135K Sell
400
-43
-10% -$13.8K 0.08% 199
2026
Q1 		$134K Buy
443
+64
+17% +$21.5K 0.08% 191
2025
Q4 		$140K Buy
379
+42
+12% +$15K 0.05% 194
2025
Q3 		$112K Buy
337
+115
+52% +$36.6K 0.07% 201
2025
Q2 		$71.6K Buy
222
+3
+1% +$844 0.05% 227
2025
Q1 		$58.9K Sell
219
-60
-22% -$17.7K 0.04% 228
2024
Q4 		$83K Sell
279
-3
-1% -$862 0.06% 205
2024
Q3 		$65.3K Hold
282
– – 0.04% 235
2024
Q2 		$65.3K Hold
282
– – 0.05% 225
2024
Q1 		$64.2K Buy
282
+8
+3% +$1.66K 0.05% 228
2023
Q4 		$51.3K Buy
+274
New +$44.1K 0.05% 209

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Richardson Financial Services's AXP Position: Q2 2026 in Review

Richardson Financial Services reduced its American Express (AXP) stake by 9.7% in Q2 2026, selling an estimated $13.8K and leaving 400 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #199.

Richardson Financial Services first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q4 2025. 2,375 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Richardson Financial Services held 400 shares of American Express worth $135K as of Q2 2026.
  • Richardson Financial Services sold 43 American Express shares in Q2 2026, an estimated $13.8K.
  • American Express made up 0.08% of Richardson Financial Services's portfolio in Q2 2026, its #199 holding.
  • Richardson Financial Services first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's American Express position peaked at $140K in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.