Robinswood Financial’s American Express AXP Stock Holding History

Robinswood Financial’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	$62K	Buy	183 +1	+0.5%	+$320	0.02%	136
2026 Q1	$55.3K	Hold	182	–	–	0.02%	132
2025 Q4	$67.4K	Hold	182	–	–	0.02%	127
2025 Q3	$60.5K	Hold	182	–	–	0.02%	127
2025 Q2	$58.1K	Hold	182	–	–	0.02%	130
2025 Q1	$49K	Buy	182 +141	+344%	+$41.7K	0.02%	132
2024 Q4	$12.2K	Hold	41	–	–	﹤0.01%	186
2024 Q3	$11.1K	Hold	41	–	–	﹤0.01%	202
2024 Q2	$9.49K	Hold	41	–	–	﹤0.01%	213
2024 Q1	$9.33K	Hold	41	–	–	﹤0.01%	155
2023 Q4	$7.68K	Hold	41	–	–	﹤0.01%	160
2023 Q3	$6.12K	Hold	41	–	–	﹤0.01%	169
2023 Q2	$7.14K	Buy	+41	New	+$6.62K	﹤0.01%	146

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Robinswood Financial's AXP Position: Q2 2026 in Review

Robinswood Financial increased its American Express (AXP) stake by 0.55% in Q2 2026, buying an estimated $320 and bringing the position to 183 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #136.

Robinswood Financial first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $67.4K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Robinswood Financial held 183 shares of American Express worth $62K as of Q2 2026.
Robinswood Financial bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #136 holding.
Robinswood Financial first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's American Express position peaked at $67.4K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.