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Robertson Stephens Wealth Management’s American Express AXP Stock Holding History

Robertson Stephens 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 		$8.71M Sell
25,741
-483
-2% -$155K 0.21% 86
2026
Q1 		$7.93M Buy
26,224
+250
+1% +$83.8K 0.22% 87
2025
Q4 		$9.61M Buy
25,974
+17,789
+217% +$6.37M 0.25% 78
2025
Q3 		$2.72M Sell
8,185
-587
-7% -$187K 0.08% 153
2025
Q2 		$2.8M Buy
8,772
+370
+4% +$104K 0.09% 150
2025
Q1 		$2.26M Buy
8,402
+1,921
+30% +$568K 0.08% 181
2024
Q4 		$1.92M Sell
6,481
-182
-3% -$52.3K 0.07% 201
2024
Q3 		$1.81M Buy
6,663
+672
+11% +$167K 0.07% 206
2024
Q2 		$1.39M Buy
5,991
+467
+8% +$108K 0.07% 183
2024
Q1 		$1.26M Buy
5,524
+999
+22% +$207K 0.07% 207
2023
Q4 		$848K Sell
4,525
-154
-3% -$24.8K 0.05% 240
2023
Q3 		$698K Buy
4,679
+6
+0.1% +$981 0.05% 253
2023
Q2 		$814K Sell
4,673
-1,058
-18% -$171K 0.06% 217
2023
Q1 		$945K Buy
5,731
+2,843
+98% +$472K 0.07% 202
2022
Q4 		$427K Buy
2,888
+40
+1% +$5.93K 0.04% 280
2022
Q3 		$384K Sell
2,848
-1,131
-28% -$171K 0.04% 247
2022
Q2 		$553K Sell
3,979
-304
-7% -$50.2K 0.05% 229
2022
Q1 		$800K Sell
4,283
-8
-0.2% -$1.45K 0.07% 207
2021
Q4 		$702K Buy
4,291
+24
+0.6% +$4.09K 0.06% 222
2021
Q3 		$714K Sell
4,267
-64
-1% -$10.7K 0.08% 157
2021
Q2 		$715K Sell
4,331
-618
-12% -$96.8K 0.09% 168
2021
Q1 		$702K Buy
4,949
+1,779
+56% +$235K 0.11% 144
2020
Q4 		$383K Buy
3,170
+1,043
+49% +$116K 0.08% 161
2020
Q3 		$213K Buy
+2,127
New +$209K 0.05% 220

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

Robertson Stephens Wealth Management's AXP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its American Express (AXP) stake by 1.8% in Q2 2026, selling an estimated $155K and leaving 25,741 shares worth $8.71M. The position accounts for 0.21% of the portfolio, ranked #86.

Robertson Stephens Wealth Management first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.61M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Robertson Stephens Wealth Management held 25,741 shares of American Express worth $8.71M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 483 American Express shares in Q2 2026, an estimated $155K.
  • American Express made up 0.21% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Robertson Stephens Wealth Management first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's American Express position peaked at $9.61M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.