Roberts Capital Advisors’s American Express AXP Stock Holding History

Roberts Capital Advisors’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
2025 Q4	–	Sell	-2,263	Closed	-$752K	–	11
2025 Q3	$752K	Hold	2,263	–	–	0.84%	39
2025 Q2	$722K	Hold	2,263	–	–	0.53%	60
2025 Q1	$609K	Buy	+2,263	New	+$669K	0.53%	53

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roberts Capital Advisors's AXP Position: Q4 2025 in Review

Roberts Capital Advisors sold out of American Express (AXP) in Q4 2025, closing a stake of 2,263 shares — an estimated $752K sold.

Roberts Capital Advisors first reported a position in AXP in Q1 2025 and held it in 3 quarters. The position peaked at $752K in Q3 2025. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Roberts Capital Advisors reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,263 American Express shares in Q4 2025, an estimated $752K.
Roberts Capital Advisors first reported a position in American Express in Q1 2025 and held it in 3 quarters.
Roberts Capital Advisors's American Express position peaked at $752K in Q3 2025.
3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.