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Roxbury Financial’s American Express AXP Stock Holding History

Roxbury Financial’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 		$85K Buy
251
+107
+74% +$34.3K 0.07% 158
2026
Q1 		$43.5K Hold
144
– – 0.04% 201
2025
Q4 		$53.1K Buy
144
+1
+0.7% +$358 0.05% 173
2025
Q3 		$47.6K Hold
143
– – 0.04% 182
2025
Q2 		$45.6K Sell
143
-16
-10% -$4.5K 0.04% 182
2025
Q1 		$47.7K Buy
159
+1
+0.6% +$296 0.05% 173
2024
Q4 		$48.2K Buy
+158
New +$45.4K 0.05% 163

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roxbury Financial's AXP Position: Q2 2026 in Review

Roxbury Financial increased its American Express (AXP) stake by 74% in Q2 2026, buying an estimated $34.3K and bringing the position to 251 shares worth $85K. The position accounts for 0.07% of the portfolio, ranked #158.

Roxbury Financial first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Roxbury Financial held 251 shares of American Express worth $85K as of Q2 2026.
  • Roxbury Financial bought 107 American Express shares in Q2 2026, an estimated $34.3K.
  • American Express made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #158 holding.
  • Roxbury Financial first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.