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Rothschild & Co Wealth Management (UK)’s American Express AXP Stock Holding History

Rothschild & Co Wealth Management (UK)’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 		$960M Sell
2,838,220
-5,938
-0.2% -$1.9M 13.86% 1
2026
Q1 		$860M Sell
2,844,158
-62,564
-2% -$21M 13.17% 1
2025
Q4 		$1.08B Buy
2,906,722
+14,969
+0.5% +$5.36M 16.91% 1
2025
Q3 		$961M Buy
2,891,753
+76,639
+3% +$24.4M 15.45% 1
2025
Q2 		$898M Buy
2,815,114
+39,432
+1% +$11.1M 13.35% 1
2025
Q1 		$747M Buy
2,775,682
+11,014
+0.4% +$3.26M 12.57% 1
2024
Q4 		$821M Sell
2,764,668
-496,550
-15% -$143M 14.41% 1
2024
Q3 		$884M Sell
3,261,218
-318,884
-9% -$79.4M 14.05% 1
2024
Q2 		$829M Buy
3,580,102
+3,825
+0.1% +$886K 14.12% 1
2024
Q1 		$814M Buy
3,576,277
+12,248
+0.3% +$2.54M 13.5% 2
2023
Q4 		$668M Sell
3,564,029
-8,714
-0.2% -$1.4M 10.95% 2
2023
Q3 		$533M Buy
3,572,743
+67,575
+2% +$11.1M 9.39% 4
2023
Q2 		$611M Buy
3,505,168
+69,855
+2% +$11.3M 11% 2
2023
Q1 		$567M Sell
3,435,313
-401,624
-10% -$66.6M 11.27% 3
2022
Q4 		$567M Buy
3,836,937
+246,201
+7% +$36.5M 12.58% 2
2022
Q3 		$484M Buy
3,590,736
+38,706
+1% +$5.86M 11.73% 2
2022
Q2 		$492M Buy
3,552,030
+20,183
+0.6% +$3.33M 11.12% 2
2022
Q1 		$660M Sell
3,531,847
-1,207,619
-25% -$218M 11.91% 2
2021
Q4 		$775M Sell
4,739,466
-3,379
-0.1% -$576K 12.87% 1
2021
Q3 		$795M Sell
4,742,845
-159,665
-3% -$26.7M 13.47% 1
2021
Q2 		$810M Buy
4,902,510
+91,522
+2% +$14.3M 13.81% 1
2021
Q1 		$680M Buy
4,810,988
+168,808
+4% +$22.3M 12.19% 1
2020
Q4 		$561M Buy
4,642,180
+28,477
+0.6% +$3.15M 10.87% 1
2020
Q3 		$463M Sell
4,613,703
-355,242
-7% -$34.9M 9.7% 5
2020
Q2 		$473M Buy
4,968,945
+1,023,390
+26% +$94.2M 10.82% 3
2020
Q1 		$338M Buy
3,945,555
+88,694
+2% +$10.3M 9.05% 4
2019
Q4 		$480M Sell
3,856,861
-21,976
-0.6% -$2.63M 10.7% 2
2019
Q3 		$459M Sell
3,878,837
-29,514
-0.8% -$3.62M 11.43% 2
2019
Q2 		$482M Buy
3,908,351
+84,061
+2% +$9.87M 8.94% 4
2019
Q1 		$418M Sell
3,824,290
-20,775
-0.5% -$2.18M 11.72% 2
2018
Q4 		$367M Sell
3,845,065
-258,156
-6% -$27M 12.65% 2
2018
Q3 		$437M Sell
4,103,221
-327
-0% -$34K 14.6% 2
2018
Q2 		$402M Buy
4,103,548
+59,316
+1% +$5.83M 13.36% 2
2018
Q1 		$377M Buy
4,044,232
+159,552
+4% +$15.5M 13.46% 2
2017
Q4 		$386M Sell
3,884,680
-355,276
-8% -$33.8M 13.96% 2
2017
Q3 		$384M Buy
4,239,956
+179,299
+4% +$15.4M 14.85% 2
2017
Q2 		$342M Buy
4,060,657
+127,835
+3% +$10.1M 14.42% 3
2017
Q1 		$311M Sell
3,932,822
-634,149
-14% -$49.6M 14.57% 3
2016
Q4 		$338M Buy
4,566,971
+131,500
+3% +$9.1M 18.83% 2
2016
Q3 		$284M Buy
4,435,471
+25,646
+0.6% +$1.65M 19.75% 2
2016
Q2 		$268M Buy
4,409,825
+70,433
+2% +$4.46M 19.3% 2
2016
Q1 		$266M Buy
4,339,392
+821,745
+23% +$47.8M 17.49% 2
2015
Q4 		$245M Buy
3,517,647
+356,986
+11% +$26M 16.86% 2
2015
Q3 		$234M Buy
3,160,661
+847,474
+37% +$65.2M 17.89% 2
2015
Q2 		$180M Buy
2,313,187
+85,378
+4% +$6.77M 18.24% 2
2015
Q1 		$174M Buy
2,227,809
+527,237
+31% +$43.8M 18.16% 2
2014
Q4 		$158M Buy
1,700,572
+81,773
+5% +$7.33M 16.86% 3
2014
Q3 		$142M Buy
1,618,799
+108,903
+7% +$9.8M 17.46% 3
2014
Q2 		$143M Buy
1,509,896
+150,450
+11% +$13.6M 15.22% 2
2014
Q1 		$122M Buy
+1,359,446
New +$121M 15.11% 2

Other funds holding AXP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s AXP Position: Q2 2026 in Review

Rothschild & Co Wealth Management (UK) reduced its American Express (AXP) stake by 0.21% in Q2 2026, selling an estimated $1.9M and leaving 2,838,220 shares worth $960M. The position accounts for 13.86% of the portfolio, ranked #1.

Rothschild & Co Wealth Management (UK) first reported a position in AXP in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.08B in Q4 2025. 1,687 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rothschild & Co Wealth Management (UK) held 2,838,220 shares of American Express worth $960M as of Q2 2026.
  • Rothschild & Co Wealth Management (UK) sold 5,938 American Express shares in Q2 2026, an estimated $1.9M.
  • American Express made up 13.86% of Rothschild & Co Wealth Management (UK)'s portfolio in Q2 2026, its #1 holding.
  • Rothschild & Co Wealth Management (UK) first reported a position in American Express in Q1 2014 and has held it in 50 quarters since.
  • Rothschild & Co Wealth Management (UK)'s American Express position peaked at $1.08B in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q2 2026, filed 28 Jul 2026.