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RMR Wealth Builders’s American Express AXP Stock Holding History

RMR Wealth Builders’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 		$3.36M Buy
11,093
+1,479
+15% +$496K 0.26% 53
2025
Q4 		$3.56M Buy
9,614
+706
+8% +$253K 0.28% 50
2025
Q3 		$2.96M Buy
8,908
+514
+6% +$163K 0.25% 55
2025
Q2 		$2.68M Buy
8,394
+379
+5% +$107K 0.24% 53
2025
Q1 		$2.16M Buy
8,015
+349
+5% +$103K 0.23% 60
2024
Q4 		$2.28M Buy
7,666
+527
+7% +$151K 0.24% 56
2024
Q3 		$1.94M Sell
7,139
-234
-3% -$58.3K 0.21% 61
2024
Q2 		$1.71M Buy
7,373
+644
+10% +$149K 0.2% 64
2024
Q1 		$1.53M Buy
6,729
+523
+8% +$108K 0.19% 68
2023
Q4 		$1.16M Buy
6,206
+1,302
+27% +$210K 0.16% 76
2023
Q3 		$732K Buy
4,904
+2,883
+143% +$472K 0.12% 94
2023
Q2 		$352K Buy
2,021
+46
+2% +$7.42K 0.06% 149
2023
Q1 		$326K Sell
1,975
-48
-2% -$7.96K 0.06% 158
2022
Q4 		$299K Buy
2,023
+374
+23% +$55.4K 0.07% 138
2022
Q3 		$222K Buy
1,649
+86
+6% +$13K 0.05% 171
2022
Q2 		$217K Buy
1,563
+58
+4% +$9.58K 0.05% 176
2022
Q1 		$281K Buy
+1,505
New +$272K 0.06% 163
2021
Q4 		– Sell
-2,632
Closed -$441K – 128
2021
Q3 		$441K Sell
2,632
-50
-2% -$8.36K 0.13% 108
2021
Q2 		$443K Sell
2,682
-1,135
-30% -$178K 0.15% 104
2021
Q1 		$540K Buy
3,817
+1,747
+84% +$231K 0.14% 95
2020
Q4 		$250K Sell
2,070
-1,923
-48% -$213K 0.12% 132
2020
Q3 		$400K Buy
3,993
+1,902
+91% +$187K 0.1% 133
2020
Q2 		$199K Buy
+2,091
New +$193K 0.18% 115
2019
Q4 		$139K Buy
+1,114
New +$133K 0.13% 146

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 Wealth Builders's AXP Position: Q1 2026 in Review

RMR Wealth Builders increased its American Express (AXP) stake by 15% in Q1 2026, buying an estimated $496K and bringing the position to 11,093 shares worth $3.36M. The position accounts for 0.26% of the portfolio, ranked #53.

RMR Wealth Builders first reported a position in AXP in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.56M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • RMR Wealth Builders held 11,093 shares of American Express worth $3.36M as of Q1 2026.
  • RMR Wealth Builders bought 1,479 American Express shares in Q1 2026, an estimated $496K.
  • American Express made up 0.26% of RMR Wealth Builders's portfolio in Q1 2026, its #53 holding.
  • RMR Wealth Builders first reported a position in American Express in Q4 2019 and has held it in 24 quarters since.
  • RMR Wealth Builders's American Express position peaked at $3.56M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.