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 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%	290
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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Fund Management's AXP Position: Q2 2026 in Review

Royal Fund Management increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $4.8K and bringing the position to 987 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #240.

Royal Fund Management first reported a position in AXP in Q1 2018 and has held it in 17 quarters since. The position peaked at $361K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Royal Fund Management held 987 shares of American Express worth $334K as of Q2 2026.
Royal Fund Management bought 15 American Express shares in Q2 2026, an estimated $4.8K.
American Express made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #240 holding.
Royal Fund Management first reported a position in American Express in Q1 2018 and has held it in 17 quarters since.
Royal Fund Management's American Express position peaked at $361K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.