River Road Asset Management’s American Express AXP Stock Holding History

River Road Asset 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	$137M	Buy	404,116 +24,919	+7%	+$7.98M	1.52%	15
2026 Q1	$115M	Buy	+379,197	New	+$127M	1.3%	22
2020 Q4	–	Sell	-17,014	Closed	-$1.71M	–	144
2020 Q3	$1.71M	Sell	17,014 -2,420	-12%	-$238K	0.03%	132
2020 Q2	$1.85M	Buy	19,434 +2,511	+15%	+$231K	0.03%	130
2020 Q1	$1.45M	Buy	+16,923	New	+$1.97M	0.03%	143
2016 Q1	–	Sell	-44,117	Closed	-$3.07M	–	156
2015 Q4	$3.07M	Buy	44,117 +4,794	+12%	+$349K	0.05%	143
2015 Q3	$2.92M	Buy	39,323 +3,728	+10%	+$287K	0.05%	146
2015 Q2	$2.77M	Sell	35,595 -34,343	-49%	-$2.72M	0.04%	151
2015 Q1	$5.46M	Buy	+69,938	New	+$5.81M	0.08%	140

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

River Road Asset Management's AXP Position: Q2 2026 in Review

River Road Asset Management increased its American Express (AXP) stake by 6.6% in Q2 2026, buying an estimated $7.98M and bringing the position to 404,116 shares worth $137M. The position accounts for 1.52% of the portfolio, ranked #15.

River Road Asset Management first reported a position in AXP in Q1 2015 and has held it in 9 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

River Road Asset Management held 404,116 shares of American Express worth $137M as of Q2 2026.
River Road Asset Management bought 24,919 American Express shares in Q2 2026, an estimated $7.98M.
American Express made up 1.52% of River Road Asset Management's portfolio in Q2 2026, its #15 holding.
River Road Asset Management first reported a position in American Express in Q1 2015 and has held it in 9 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on River Road Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.