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RMR Capital Management’s American Express AXP Stock Holding History

RMR Capital 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
Q1 		$1.89M Hold
6,260
– – 1.37% 23
2025
Q4 		$2.32M Hold
6,260
– – 1.67% 16
2025
Q3 		$2.08M Hold
6,260
– – 1.45% 22
2025
Q2 		$2M Sell
6,260
-1,298
-17% -$365K 1.43% 17
2025
Q1 		$2.03M Hold
7,558
– – 1.44% 19
2024
Q4 		$2.24M Hold
7,558
– – 1.66% 17
2024
Q3 		$2.05M Hold
7,558
– – 1.68% 16
2024
Q2 		$1.75M Sell
7,558
-71
-0.9% -$16.4K 1.6% 18
2024
Q1 		$1.74M Hold
7,629
– – 1.59% 19
2023
Q4 		$1.43M Buy
+7,629
New +$1.23M 1.63% 20

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RMR Capital Management's AXP Position: Q1 2026 in Review

RMR Capital Management held its American Express (AXP) position steady in Q1 2026 at 6,260 shares worth $1.89M. The position accounts for 1.37% of the portfolio, ranked #23.

RMR Capital Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.32M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • RMR Capital Management held 6,260 shares of American Express worth $1.89M as of Q1 2026.
  • RMR Capital Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 1.37% of RMR Capital Management's portfolio in Q1 2026, its #23 holding.
  • RMR Capital Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • RMR Capital Management's American Express position peaked at $2.32M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on RMR Capital Management's 13F filing for Q1 2026, filed 20 May 2026.