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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Roble Belko & Company's AXP Position: Q1 2026 in Review

Roble Belko & Company held its American Express (AXP) position steady in Q1 2026 at 1,042 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #102.

Roble Belko & Company first reported a position in AXP in Q4 2016 and has held it in 7 quarters since. The position peaked at $385K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Roble Belko & Company held 1,042 shares of American Express worth $315K as of Q1 2026.
Roble Belko & Company left its American Express share count unchanged in Q1 2026.
American Express made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #102 holding.
Roble Belko & Company first reported a position in American Express in Q4 2016 and has held it in 7 quarters since.
Roble Belko & Company's American Express position peaked at $385K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.