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Root Financial Partners’s American Express AXP Stock Holding History

Root Financial Partners’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 		$895K Buy
2,646
+181
+7% +$58K 0.03% 134
2026
Q1 		$746K Buy
2,465
+444
+22% +$149K 0.03% 123
2025
Q4 		$748K Sell
2,021
-2
-0.1% -$716 0.04% 121
2025
Q3 		$672K Buy
2,023
+692
+52% +$220K 0.04% 111
2025
Q2 		$425K Buy
1,331
+519
+64% +$146K 0.04% 145
2025
Q1 		$218K Buy
812
+78
+11% +$23.1K 0.02% 195
2024
Q4 		$218K Buy
+734
New +$211K 0.03% 197

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

Root Financial Partners's AXP Position: Q2 2026 in Review

Root Financial Partners increased its American Express (AXP) stake by 7.3% in Q2 2026, buying an estimated $58K and bringing the position to 2,646 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #134.

Root Financial Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Root Financial Partners held 2,646 shares of American Express worth $895K as of Q2 2026.
  • Root Financial Partners bought 181 American Express shares in Q2 2026, an estimated $58K.
  • American Express made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #134 holding.
  • Root Financial Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.