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RKL Wealth Management’s American Express AXP Stock Holding History

RKL 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 		$211K Buy
+624
New +$200K 0.02% 185
2026
Q1 		– Sell
-850
Closed -$315K – 182
2025
Q4 		$315K Buy
850
+20
+2% +$7.16K 0.03% 157
2025
Q3 		$276K Buy
830
+70
+9% +$22.3K 0.02% 163
2025
Q2 		$242K Buy
+760
New +$214K 0.02% 167

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

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

RKL Wealth Management opened a new position in American Express (AXP) in Q2 2026: 624 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: RKL Wealth Management previously reported a position in AXP as recently as Q4 2025.

RKL Wealth Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • RKL Wealth Management held 624 shares of American Express worth $211K as of Q2 2026.
  • American Express was a new RKL Wealth Management position in Q2 2026.
  • American Express made up 0.02% of RKL Wealth Management's portfolio in Q2 2026, its #185 holding.
  • RKL Wealth Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • RKL Wealth Management's American Express position peaked at $315K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.