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Rossmore Private Capital’s American Express AXP Stock Holding History

Rossmore Private Capital’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 		$662K Sell
2,189
-48
-2% -$16.1K 0.06% 177
2025
Q4 		$827K Buy
2,237
+216
+11% +$77.3K 0.07% 159
2025
Q3 		$671K Sell
2,021
-69
-3% -$21.9K 0.07% 164
2025
Q2 		$667K Buy
2,090
+180
+9% +$50.7K 0.08% 162
2025
Q1 		$514K Sell
1,910
-194
-9% -$57.3K 0.06% 169
2024
Q4 		$624K Hold
2,104
– – 0.08% 156
2024
Q3 		$571K Sell
2,104
-70
-3% -$17.4K 0.07% 163
2024
Q2 		$503K Sell
2,174
-122
-5% -$28.3K 0.07% 164
2024
Q1 		$523K Buy
2,296
+141
+7% +$29.2K 0.07% 164
2023
Q4 		$404K Sell
2,155
-15
-0.7% -$2.42K 0.06% 180
2023
Q3 		$324K Hold
2,170
– – 0.05% 185
2023
Q2 		$378K Hold
2,170
– – 0.06% 177
2023
Q1 		$358K Sell
2,170
-9
-0.4% -$1.49K 0.06% 180
2022
Q4 		$322K Buy
2,179
+240
+12% +$35.6K 0.05% 187
2022
Q3 		$262K Buy
1,939
+279
+17% +$42.2K 0.05% 196
2022
Q2 		$230K Buy
+1,660
New +$274K 0.04% 208
2018
Q1 		– Sell
-500
Closed -$49.7K – 119
2017
Q4 		$49.7K Buy
+500
New +$47.6K 0.05% 173

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

Rossmore Private Capital's AXP Position: Q1 2026 in Review

Rossmore Private Capital reduced its American Express (AXP) stake by 2.1% in Q1 2026, selling an estimated $16.1K and leaving 2,189 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #177.

Rossmore Private Capital first reported a position in AXP in Q4 2017 and has held it in 17 quarters since. The position peaked at $827K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Rossmore Private Capital held 2,189 shares of American Express worth $662K as of Q1 2026.
  • Rossmore Private Capital sold 48 American Express shares in Q1 2026, an estimated $16.1K.
  • American Express made up 0.06% of Rossmore Private Capital's portfolio in Q1 2026, its #177 holding.
  • Rossmore Private Capital first reported a position in American Express in Q4 2017 and has held it in 17 quarters since.
  • Rossmore Private Capital's American Express position peaked at $827K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.