Riverbend Wealth Management’s American Express AXP Stock Holding History

Riverbend 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	$1.52M	Buy	4,500 +274	+6%	+$87.7K	0.76%	38
2026 Q1	$1.28M	Sell	4,226 -114	-3%	-$38.2K	0.73%	36
2025 Q4	$1.61M	Buy	4,340 +169	+4%	+$60.5K	1%	28
2025 Q3	$1.39M	Sell	4,171 -14	-0.3%	-$4.45K	0.97%	28
2025 Q2	$1.33M	Buy	4,185 +149	+4%	+$41.9K	1.01%	27
2025 Q1	$1.09M	Buy	4,036 +159	+4%	+$47K	0.97%	29
2024 Q4	$1.16M	Buy	+3,877	New	+$1.11M	1.03%	25

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Riverbend Wealth Management increased its American Express (AXP) stake by 6.5% in Q2 2026, buying an estimated $87.7K and bringing the position to 4,500 shares worth $1.52M. The position accounts for 0.76% of the portfolio, ranked #38.

Riverbend Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Riverbend Wealth Management held 4,500 shares of American Express worth $1.52M as of Q2 2026.
Riverbend Wealth Management bought 274 American Express shares in Q2 2026, an estimated $87.7K.
American Express made up 0.76% of Riverbend Wealth Management's portfolio in Q2 2026, its #38 holding.
Riverbend Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's American Express position peaked at $1.61M in Q4 2025.
1,411 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.