Rose Capital Advisors’s American Express AXP Stock Holding History

Rose Capital Advisors’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	$1.89M	Buy	+5,594	New	+$1.79M	0.95%	27

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Rose Capital Advisors's AXP Position: Q2 2026 in Review

Rose Capital Advisors opened a new position in American Express (AXP) in Q2 2026: 5,594 shares worth $1.89M. The stake represents 0.95% of the portfolio and ranks #27 among its holdings.

2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Rose Capital Advisors held 5,594 shares of American Express worth $1.89M as of Q2 2026.
American Express was a new Rose Capital Advisors position in Q2 2026.
American Express made up 0.95% of Rose Capital Advisors's portfolio in Q2 2026, its #27 holding.
2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rose Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.