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Ritholtz Wealth Management’s American Express AXP Stock Holding History

Ritholtz Wealth Management’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 		$5.02M Buy
14,844
+767
+5% +$246K 0.07% 177
2026
Q1 		$4.26M Buy
14,077
+78
+0.6% +$26.2K 0.07% 195
2025
Q4 		$5.18M Buy
13,999
+999
+8% +$357K 0.09% 139
2025
Q3 		$4.32M Buy
13,000
+1,144
+10% +$364K 0.08% 156
2025
Q2 		$3.78M Buy
11,856
+2,340
+25% +$659K 0.08% 154
2025
Q1 		$2.56M Buy
9,516
+206
+2% +$60.9K 0.08% 191
2024
Q4 		$2.76M Buy
9,310
+446
+5% +$128K 0.08% 165
2024
Q3 		$2.4M Buy
8,864
+739
+9% +$184K 0.07% 190
2024
Q2 		$1.88M Sell
8,125
-288
-3% -$66.7K 0.06% 214
2024
Q1 		$1.92M Buy
8,413
+1,402
+20% +$291K 0.07% 204
2023
Q4 		$1.31M Sell
7,011
-461
-6% -$74.2K 0.05% 252
2023
Q3 		$1.11M Buy
7,472
+508
+7% +$83.1K 0.05% 246
2023
Q2 		$1.21M Sell
6,964
-18
-0.3% -$2.9K 0.05% 221
2023
Q1 		$1.15M Buy
6,982
+1,341
+24% +$222K 0.06% 225
2022
Q4 		$833K Sell
5,641
-1,466
-21% -$217K 0.05% 266
2022
Q3 		$959K Buy
7,107
+2,326
+49% +$352K 0.05% 249
2022
Q2 		$663K Sell
4,781
-844
-15% -$139K 0.04% 256
2022
Q1 		$1.05M Buy
5,625
+1,069
+23% +$193K 0.07% 173
2021
Q4 		$745K Buy
4,556
+198
+5% +$33.8K 0.05% 223
2021
Q3 		$730K Buy
4,358
+378
+9% +$63.2K 0.05% 194
2021
Q2 		$658K Buy
3,980
+980
+33% +$153K 0.05% 203
2021
Q1 		$424K Buy
3,000
+1,146
+62% +$151K 0.04% 235
2020
Q4 		$224K Buy
+1,854
New +$205K 0.02% 314
2018
Q1 		– Sell
-2,542
Closed -$252K – 115
2017
Q4 		$252K Buy
2,542
+213
+9% +$20.3K 0.07% 99
2017
Q3 		$211K Sell
2,329
-65
-3% -$5.59K 0.08% 74
2017
Q2 		$202K Buy
+2,394
New +$189K 0.08% 68

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 $3.37T 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
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

Ritholtz Wealth Management's AXP Position: Q2 2026 in Review

Ritholtz Wealth Management increased its American Express (AXP) stake by 5.4% in Q2 2026, buying an estimated $246K and bringing the position to 14,844 shares worth $5.02M. The position accounts for 0.07% of the portfolio, ranked #177.

Ritholtz Wealth Management first reported a position in AXP in Q2 2017 and has held it in 26 quarters since. The position peaked at $5.18M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ritholtz Wealth Management held 14,844 shares of American Express worth $5.02M as of Q2 2026.
  • Ritholtz Wealth Management bought 767 American Express shares in Q2 2026, an estimated $246K.
  • American Express made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Ritholtz Wealth Management first reported a position in American Express in Q2 2017 and has held it in 26 quarters since.
  • Ritholtz Wealth Management's American Express position peaked at $5.18M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.