Ruggaard & Associates’s American Express AXP Stock Holding History

Ruggaard & Associates’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	$409K	Sell	1,210 -38	-3%	-$12.2K	0.15%	85
2026 Q1	$377K	Buy	1,248 +15	+1%	+$5.03K	0.15%	86
2025 Q4	$456K	Buy	1,233 +1	+0.1%	+$358	0.18%	73
2025 Q3	$409K	Hold	1,232	–	–	0.15%	78
2025 Q2	$393K	Sell	1,232 -38	-3%	-$10.7K	0.16%	78
2025 Q1	$342K	Hold	1,270	–	–	0.15%	84
2024 Q4	$377K	Sell	1,270 -675	-35%	-$194K	0.17%	78
2024 Q3	$527K	Sell	1,945 -50	-3%	-$12.4K	0.23%	61
2024 Q2	$462K	Sell	1,995 -17	-0.8%	-$3.94K	0.21%	67
2024 Q1	$458K	Sell	2,012 -93	-4%	-$19.3K	0.22%	62
2023 Q4	$394K	Buy	2,105 +465	+28%	+$74.9K	0.21%	69
2023 Q3	$245K	Sell	1,640 -16	-1%	-$2.62K	0.15%	93
2023 Q2	$288K	Sell	1,656 -128	-7%	-$20.7K	0.17%	86
2023 Q1	$294K	Buy	+1,784	New	+$296K	0.18%	79

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Ruggaard & Associates's AXP Position: Q2 2026 in Review

Ruggaard & Associates reduced its American Express (AXP) stake by 3% in Q2 2026, selling an estimated $12.2K and leaving 1,210 shares worth $409K. The position accounts for 0.15% of the portfolio, ranked #85.

Ruggaard & Associates first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $527K in Q3 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ruggaard & Associates held 1,210 shares of American Express worth $409K as of Q2 2026.
Ruggaard & Associates sold 38 American Express shares in Q2 2026, an estimated $12.2K.
American Express made up 0.15% of Ruggaard & Associates's portfolio in Q2 2026, its #85 holding.
Ruggaard & Associates first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Ruggaard & Associates's American Express position peaked at $527K in Q3 2024.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.