Rossmore Private Capital
AXP icon

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
Q3 		$650K Sell
2,139
-50
-2% -$16.7K 0.05% 191
2026
Q2 		$740K Hold
2,189
– – 0.06% 181
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Rossmore Private Capital's AXP Position: Q3 2026 in Review

Rossmore Private Capital reduced its American Express (AXP) stake by 2.3% in Q3 2026, selling an estimated $16.7K and leaving 2,139 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #191.

Rossmore Private Capital first reported a position in AXP in Q4 2017 and has held it in 19 quarters since. The position peaked at $827K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Rossmore Private Capital held 2,139 shares of American Express worth $650K as of Q3 2026.
  • Rossmore Private Capital sold 50 American Express shares in Q3 2026, an estimated $16.7K.
  • American Express made up 0.05% of Rossmore Private Capital's portfolio in Q3 2026, its #191 holding.
  • Rossmore Private Capital first reported a position in American Express in Q4 2017 and has held it in 19 quarters since.
  • Rossmore Private Capital's American Express position peaked at $827K in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.