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Richwood Investment Advisors’s American Express AXP Stock Holding History

Richwood Investment Advisors’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 		$1.11M Buy
3,275
+161
+5% +$51.5K 0.78% 26
2026
Q1 		$942K Sell
3,114
-102
-3% -$34.2K 0.73% 33
2025
Q4 		$1.16M Sell
3,216
-75
-2% -$26.8K 0.83% 28
2025
Q3 		$1.09M Sell
3,291
-1
-0% -$318 0.86% 26
2025
Q2 		$1.05M Buy
3,292
+1
+0% +$281 0.86% 26
2025
Q1 		$885K Sell
3,291
-110
-3% -$32.5K 0.75% 28
2024
Q4 		$1.01M Buy
3,401
+80
+2% +$23K 0.84% 27
2024
Q3 		$901K Sell
3,321
-90
-3% -$22.4K 0.74% 30
2024
Q2 		$790K Buy
3,411
+1
+0% +$232 0.69% 33
2024
Q1 		$777K Sell
3,410
-1
-0% -$207 0.69% 35
2023
Q4 		$639K Sell
3,411
-40
-1% -$6.44K 0.6% 45
2023
Q3 		$515K Sell
3,451
-47
-1% -$7.69K 0.52% 51
2023
Q2 		$609K Sell
3,498
-64
-2% -$10.3K 0.6% 45
2023
Q1 		$588K Sell
3,562
-1
-0% -$166 0.59% 45
2022
Q4 		$526K Sell
3,563
-24
-0.7% -$3.56K 0.53% 52
2022
Q3 		$484K Sell
3,587
-215
-6% -$32.5K 0.53% 53
2022
Q2 		$527K Buy
3,802
+120
+3% +$19.8K 0.53% 53
2022
Q1 		$689K Buy
3,682
+115
+3% +$20.8K 0.62% 41
2021
Q4 		$584K Buy
+3,567
New +$608K 0.51% 51

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Richwood Investment Advisors's AXP Position: Q2 2026 in Review

Richwood Investment Advisors increased its American Express (AXP) stake by 5.2% in Q2 2026, buying an estimated $51.5K and bringing the position to 3,275 shares worth $1.11M. The position accounts for 0.78% of the portfolio, ranked #26.

Richwood Investment Advisors first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Richwood Investment Advisors held 3,275 shares of American Express worth $1.11M as of Q2 2026.
  • Richwood Investment Advisors bought 161 American Express shares in Q2 2026, an estimated $51.5K.
  • American Express made up 0.78% of Richwood Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Richwood Investment Advisors first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's American Express position peaked at $1.16M in Q4 2025.
  • 1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.