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 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

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

Romano Brothers & Co's AXP Position: Q1 2026 in Review

Romano Brothers & Co sold out of American Express (AXP) in Q1 2026, closing a stake of 619 shares — an estimated $229K sold.

Romano Brothers & Co first reported a position in AXP in Q4 2022 and held it in 4 quarters. The position peaked at $229K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Romano Brothers & Co reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Romano Brothers & Co sold 619 American Express shares in Q1 2026, an estimated $229K.
Romano Brothers & Co first reported a position in American Express in Q4 2022 and held it in 4 quarters.
Romano Brothers & Co's American Express position peaked at $229K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Romano Brothers & Co's 13F filing for Q1 2026, filed 22 Apr 2026.