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Roble Belko & Company’s American Express AXP Stock Holding History

Roble Belko & Company’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 		$352K Hold
1,042
– – 0.04% 105
2026
Q1 		$315K Hold
1,042
– – 0.04% 102
2025
Q4 		$385K Buy
1,042
+1,005
+2,716% +$360K 0.05% 93
2025
Q3 		$12K Buy
37
+35
+1,750% +$11.1K ﹤0.01% 262
2025
Q2 		$1K Sell
2
-13
-87% -$3.66K ﹤0.01% 355
2025
Q1 		$4K Buy
+15
New +$4.43K ﹤0.01% 290
2017
Q2 		– Sell
-98
Closed -$8K – 302
2017
Q1 		$8K Hold
98
– – ﹤0.01% 219
2016
Q4 		$7K Buy
+98
New +$6.79K ﹤0.01% 245

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

Roble Belko & Company's AXP Position: Q2 2026 in Review

Roble Belko & Company held its American Express (AXP) position steady in Q2 2026 at 1,042 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #105.

Roble Belko & Company first reported a position in AXP in Q4 2016 and has held it in 8 quarters since. The position peaked at $385K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Roble Belko & Company held 1,042 shares of American Express worth $352K as of Q2 2026.
  • Roble Belko & Company left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of Roble Belko & Company's portfolio in Q2 2026, its #105 holding.
  • Roble Belko & Company first reported a position in American Express in Q4 2016 and has held it in 8 quarters since.
  • Roble Belko & Company's American Express position peaked at $385K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.