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 Q3	$317K	Buy	1,044 +2	+0.2%	+$668	0.03%	109
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	+$6.78K	﹤0.01%	245

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Roble Belko & Company's AXP Position: Q3 2026 in Review

Roble Belko & Company increased its American Express (AXP) stake by 0.19% in Q3 2026, buying an estimated $668 and bringing the position to 1,044 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #109.

Roble Belko & Company first reported a position in AXP in Q4 2016 and has held it in 9 quarters since. The position peaked at $385K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Roble Belko & Company held 1,044 shares of American Express worth $317K as of Q3 2026.
Roble Belko & Company bought 2 American Express shares in Q3 2026, an estimated $668.
American Express made up 0.03% of Roble Belko & Company's portfolio in Q3 2026, its #109 holding.
Roble Belko & Company first reported a position in American Express in Q4 2016 and has held it in 9 quarters since.
Roble Belko & Company's American Express position peaked at $385K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Roble Belko & Company's 13F filing for Q3 2026, filed 9 Nov 2026.