Rothschild Investment LLC’s American Express AXP Stock Holding History

Rothschild Investment LLC’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	$2.38M	Buy	7,875 +107	+1%	+$35.9K	0.12%	148
2025 Q4	$2.87M	Buy	7,768 +23	+0.3%	+$8.23K	0.16%	123
2025 Q3	$2.57M	Sell	7,745 -97	-1%	-$30.9K	0.15%	135
2025 Q2	$2.5M	Sell	7,842 -54	-0.7%	-$15.2K	0.16%	132
2025 Q1	$2.12M	Sell	7,896 -642	-8%	-$190K	0.14%	140
2024 Q4	$2.53M	Sell	8,538 -46	-0.5%	-$13.2K	0.17%	122
2024 Q3	$2.33M	Sell	8,584 -43	-0.5%	-$10.7K	0.15%	127
2024 Q2	$2M	Buy	8,627 +200	+2%	+$46.3K	0.14%	136
2024 Q1	$1.92M	Buy	8,427 +4,725	+128%	+$980K	0.14%	137
2023 Q4	$694K	Sell	3,702 -4,753	-56%	-$765K	0.06%	243
2023 Q3	$1.26M	Sell	8,455 -55	-0.6%	-$9K	0.11%	178
2023 Q2	$1.48M	Buy	8,510 +118	+1%	+$19K	0.12%	158
2023 Q1	$1.38M	Sell	8,392 -2,678	-24%	-$444K	0.12%	167
2022 Q4	$1.64M	Buy	11,070 +805	+8%	+$119K	0.15%	144
2022 Q3	$1.39M	Hold	10,265	–	–	0.14%	156
2022 Q2	$1.42M	Buy	10,265 +246	+2%	+$40.6K	0.13%	163
2022 Q1	$1.87M	Buy	10,019 +16	+0.2%	+$2.89K	0.15%	146
2021 Q4	$1.64M	Sell	10,003 -270	-3%	-$46K	0.13%	159
2021 Q3	$1.72M	Sell	10,273 -1,000	-9%	-$167K	0.14%	149
2021 Q2	$1.86M	Buy	11,273 +128	+1%	+$20K	0.15%	142
2021 Q1	$1.58M	Hold	11,145	–	–	0.14%	160
2020 Q4	$1.35M	Sell	11,145 -16	-0.1%	-$1.77K	0.13%	159
2020 Q3	$1.12M	Sell	11,161 -375	-3%	-$36.9K	0.12%	158
2020 Q2	$1.1M	Sell	11,536 -2,526	-18%	-$233K	0.13%	153
2020 Q1	$1.2M	Sell	14,062 -1,417	-9%	-$165K	0.16%	142
2019 Q4	$1.93M	Buy	15,479 +10,724	+226%	+$1.28M	0.19%	126
2019 Q3	$562K	Hold	4,755	–	–	0.07%	237
2019 Q2	$587K	Hold	4,755	–	–	0.07%	231
2019 Q1	$520K	Hold	4,755	–	–	0.06%	244
2018 Q4	$453K	Hold	4,755	–	–	0.06%	244
2018 Q3	$506K	Hold	4,755	–	–	0.06%	244
2018 Q2	$466K	Hold	4,755	–	–	0.06%	247
2018 Q1	$444K	Buy	4,755 +33	+0.7%	+$3.2K	0.06%	250
2017 Q4	$469K	Buy	4,722 +35	+0.7%	+$3.33K	0.05%	281
2017 Q3	$424K	Sell	4,687 -90	-2%	-$7.74K	0.05%	298
2017 Q2	$402K	Sell	4,777 -520	-10%	-$41.1K	0.05%	310
2017 Q1	$419K	Buy	5,297 +120	+2%	+$9.38K	0.05%	297
2016 Q4	$384K	Buy	5,177 +4	+0.1%	+$277	0.05%	305
2016 Q3	$331K	Buy	5,173 +70	+1%	+$4.5K	0.04%	330
2016 Q2	$310K	Buy	5,103 +66	+1%	+$4.18K	0.04%	346
2016 Q1	$309K	Buy	5,037 +1,913	+61%	+$111K	0.04%	338
2015 Q4	$217K	Buy	3,124 +62	+2%	+$4.51K	0.03%	417
2015 Q3	$227K	Hold	3,062	–	–	0.03%	405
2015 Q2	$238K	Sell	3,062 -1,414	-32%	-$112K	0.03%	431
2015 Q1	$350K	Buy	4,476 +1,230	+38%	+$102K	0.04%	353
2014 Q4	$302K	Hold	3,246	–	–	0.04%	373
2014 Q3	$284K	Buy	3,246 +144	+5%	+$13K	0.03%	388
2014 Q2	$294K	Buy	3,102 +40	+1%	+$3.61K	0.04%	347
2014 Q1	$276K	Hold	3,062	–	–	0.04%	347
2013 Q4	$278K	Hold	3,062	–	–	0.04%	347
2013 Q3	$231K	Buy	3,062 +99	+3%	+$7.45K	0.03%	346
2013 Q2	$222K	Buy	+2,963	New	+$211K	0.04%	321

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rothschild Investment LLC's AXP Position: Q1 2026 in Review

Rothschild Investment LLC increased its American Express (AXP) stake by 1.4% in Q1 2026, buying an estimated $35.9K and bringing the position to 7,875 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #148.

Rothschild Investment LLC first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.87M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Rothschild Investment LLC held 7,875 shares of American Express worth $2.38M as of Q1 2026.
Rothschild Investment LLC bought 107 American Express shares in Q1 2026, an estimated $35.9K.
American Express made up 0.12% of Rothschild Investment LLC's portfolio in Q1 2026, its #148 holding.
Rothschild Investment LLC first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Rothschild Investment LLC's American Express position peaked at $2.87M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.