Ritter Daniher Financial Advisory’s American Express AXP Stock Holding History

Ritter Daniher Financial Advisory’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	$180K	Hold	531	–	–	0.03%	172
2026 Q1	$161K	Hold	531	–	–	0.03%	178
2025 Q4	$196K	Buy	531 +243	+84%	+$87K	0.03%	166
2025 Q3	$95.7K	Hold	288	–	–	0.02%	194
2025 Q2	$91.9K	Buy	288 +50	+21%	+$14.1K	0.02%	132
2025 Q1	$64K	Sell	238 -26	-10%	-$7.68K	0.02%	146
2024 Q4	$78.4K	Sell	264 -29	-10%	-$8.33K	0.02%	131
2024 Q3	$79.5K	Hold	293	–	–	0.02%	121
2024 Q2	$67.8K	Hold	293	–	–	0.02%	129
2024 Q1	$66.7K	Hold	293	–	–	0.02%	129
2023 Q4	$54.9K	Sell	293 -32	-10%	-$5.15K	0.02%	142
2023 Q3	$48.5K	Hold	325	–	–	0.02%	144
2023 Q2	$56.6K	Hold	325	–	–	0.02%	129
2023 Q1	$53.6K	Sell	325 -45	-12%	-$7.46K	0.02%	131
2022 Q4	$54.7K	Buy	+370	New	+$54.8K	0.03%	137

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Ritter Daniher Financial Advisory's AXP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its American Express (AXP) position steady in Q2 2026 at 531 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #172.

Ritter Daniher Financial Advisory first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $196K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ritter Daniher Financial Advisory held 531 shares of American Express worth $180K as of Q2 2026.
Ritter Daniher Financial Advisory left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #172 holding.
Ritter Daniher Financial Advisory first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Ritter Daniher Financial Advisory's American Express position peaked at $196K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.