RW
AXP icon

RVW Wealth’s American Express AXP Stock Holding History

RVW Wealth’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 		$218K Buy
+645
New +$207K 0.01% 174
2026
Q1 		– Sell
-670
Closed -$248K – 179
2025
Q4 		$248K Buy
670
+10
+2% +$3.58K 0.02% 157
2025
Q3 		$219K Hold
660
– – 0.02% 168
2025
Q2 		$211K Buy
+660
New +$186K 0.02% 162
2023
Q4 		– Sell
-223
Closed -$33.3K – 160
2023
Q3 		$33.3K Buy
+223
New +$36.5K ﹤0.01% 275

Other funds holding AXP

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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

RVW Wealth's AXP Position: Q2 2026 in Review

RVW Wealth opened a new position in American Express (AXP) in Q2 2026: 645 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings. This is a return to the name: RVW Wealth previously reported a position in AXP as recently as Q4 2025.

RVW Wealth first reported a position in AXP in Q3 2023 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • RVW Wealth held 645 shares of American Express worth $218K as of Q2 2026.
  • American Express was a new RVW Wealth position in Q2 2026.
  • American Express made up 0.01% of RVW Wealth's portfolio in Q2 2026, its #174 holding.
  • RVW Wealth first reported a position in American Express in Q3 2023 and has held it in 5 quarters since.
  • RVW Wealth's American Express position peaked at $248K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.