Royal Fund Management’s American Express AXP Stock Holding History

Royal Fund Management’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	$297K	Sell	977 -10	-1%	-$3.34K	0.02%	243
2026 Q2	$334K	Buy	987 +15	+2%	+$4.8K	0.03%	240
2026 Q1	$294K	Sell	972 -3	-0.3%	-$1.01K	0.03%	246
2025 Q4	$361K	Buy	+975	New	+$349K	0.03%	233
2025 Q3	–	Sell	-967	Closed	-$308K	–	302
2025 Q2	$308K	Buy	967 +3	+0.3%	+$844	0.03%	255
2025 Q1	$259K	Buy	964 +2	+0.2%	+$591	0.03%	268
2024 Q4	$286K	Sell	962 -7	-0.7%	-$2.01K	0.03%	239
2024 Q3	$263K	Hold	969	–	–	0.02%	291
2024 Q2	$224K	Sell	969 -17	-2%	-$3.94K	0.02%	260
2024 Q1	$225K	Buy	+986	New	+$204K	0.02%	283
2021 Q3	–	Sell	-1,916	Closed	-$316K	–	185
2021 Q2	$316K	Buy	+1,916	New	+$300K	0.05%	152
2020 Q2	–	Sell	-118	Closed	-$10K	–	175
2020 Q1	$10K	Hold	118	–	–	﹤0.01%	367
2019 Q4	$14K	Hold	118	–	–	﹤0.01%	383
2019 Q3	$13K	Hold	118	–	–	﹤0.01%	375
2019 Q2	$14K	Hold	118	–	–	﹤0.01%	355
2019 Q1	$12K	Buy	+118	New	+$12.4K	﹤0.01%	351
2018 Q3	–	Sell	-10	Closed	–	–	518
2018 Q2	$0	Hold	10	–	–	﹤0.01%	558
2018 Q1	$0	Buy	+10	New	+$969	﹤0.01%	535

Other funds holding AXP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Royal Fund Management's AXP Position: Q3 2026 in Review

Royal Fund Management reduced its American Express (AXP) stake by 1% in Q3 2026, selling an estimated $3.34K and leaving 977 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #243.

Royal Fund Management first reported a position in AXP in Q1 2018 and has held it in 18 quarters since. The position peaked at $361K in Q4 2025. 2,306 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Royal Fund Management held 977 shares of American Express worth $297K as of Q3 2026.
Royal Fund Management sold 10 American Express shares in Q3 2026, an estimated $3.34K.
American Express made up 0.02% of Royal Fund Management's portfolio in Q3 2026, its #243 holding.
Royal Fund Management first reported a position in American Express in Q1 2018 and has held it in 18 quarters since.
Royal Fund Management's American Express position peaked at $361K in Q4 2025.
2,306 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.