Romano Brothers & Co
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Romano Brothers & Co’s American Express AXP Stock Holding History

Romano Brothers & Co’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 		– Sell
-600
Closed -$203K – 334
2026
Q2 		$203K Buy
+600
New +$192K 0.02% 329
2026
Q1 		– Sell
-619
Closed -$229K – 320
2025
Q4 		$229K Hold
619
– – 0.03% 299
2025
Q3 		$206K Buy
+619
New +$197K 0.02% 316
2024
Q4 		– Sell
-800
Closed -$217K – 304
2024
Q3 		$217K Buy
+800
New +$199K 0.03% 296
2023
Q1 		– Sell
-812
Closed -$120K – 351
2022
Q4 		$120K Buy
+812
New +$120K 0.02% 351

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Romano Brothers & Co's AXP Position: Q3 2026 in Review

Romano Brothers & Co sold out of American Express (AXP) in Q3 2026, closing a stake of 600 shares — an estimated $203K sold.

Romano Brothers & Co first reported a position in AXP in Q4 2022 and held it in 5 quarters. The position peaked at $229K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Romano Brothers & Co reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
  • Romano Brothers & Co sold 600 American Express shares in Q3 2026, an estimated $203K.
  • Romano Brothers & Co first reported a position in American Express in Q4 2022 and held it in 5 quarters.
  • Romano Brothers & Co's American Express position peaked at $229K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Romano Brothers & Co's 13F filing for Q3 2026, filed 22 Oct 2026.