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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Root Financial Partners's AXP Position: Q1 2026 in Review

Root Financial Partners increased its American Express (AXP) stake by 22% in Q1 2026, buying an estimated $149K and bringing the position to 2,465 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #123.

Root Financial Partners first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $748K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Root Financial Partners held 2,465 shares of American Express worth $746K as of Q1 2026.
  • Root Financial Partners bought 444 American Express shares in Q1 2026, an estimated $149K.
  • American Express made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #123 holding.
  • Root Financial Partners first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's American Express position peaked at $748K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.