RWA Wealth Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40M | Buy |
132,336
+45,765
| +53% | +$15.3M | 0.44% | 44 |
|
|
2025
Q4 | $32M | Buy |
86,571
+1,200
| +1% | +$429K | 0.35% | 48 |
|
|
2025
Q3 | $28.4M | Buy |
85,371
+58,873
| +222% | +$18.7M | 0.32% | 51 |
|
|
2025
Q2 | $8.45M | Buy |
26,498
+21
| +0.1% | +$5.91K | 0.11% | 114 |
|
|
2025
Q1 | $7.12M | Sell |
26,477
-1,377
| -5% | -$407K | 0.09% | 124 |
|
|
2024
Q4 | $8.27M | Buy |
27,854
+818
| +3% | +$235K | 0.1% | 111 |
|
|
2024
Q3 | $7.33M | Buy |
27,036
+1,213
| +5% | +$302K | 0.09% | 120 |
|
|
2024
Q2 | $5.98M | Buy |
25,823
+208
| +0.8% | +$48.2K | 0.08% | 132 |
|
|
2024
Q1 | $5.83M | Buy |
25,615
+926
| +4% | +$192K | 0.08% | 134 |
|
|
2023
Q4 | $4.63M | Buy |
24,689
+11,367
| +85% | +$1.83M | 0.07% | 140 |
|
|
2023
Q3 | $1.99M | Buy |
13,322
+413
| +3% | +$67.6K | 0.04% | 133 |
|
|
2023
Q2 | $2.25M | Buy |
12,909
+1,645
| +15% | +$265K | 0.05% | 122 |
|
|
2023
Q1 | $1.86M | Hold |
11,264
| – | – | 0.04% | 101 |
|
|
2022
Q4 | $1.73M | Hold |
11,264
| – | – | 0.04% | 105 |
|
|
2022
Q3 | $1.52M | Sell |
11,264
-210
| -2% | -$31.8K | 0.11% | 102 |
|
|
2022
Q2 | $1.59M | Hold |
11,474
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $2.15M | Buy |
11,474
+421
| +4% | +$76K | 0.14% | 98 |
|
|
2021
Q4 | $1.81M | Buy |
11,053
+14
| +0.1% | +$2.39K | 0.12% | 103 |
|
|
2021
Q3 | $1.85M | Hold |
11,039
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $1.82M | Hold |
11,039
| – | – | 0.14% | 99 |
|
|
2021
Q1 | $1.56M | Buy |
11,039
+100
| +0.9% | +$13.2K | 0.13% | 102 |
|
|
2020
Q4 | $1.32M | Buy |
10,939
+273
| +3% | +$30.2K | 0.12% | 102 |
|
|
2020
Q3 | $1.07M | Sell |
10,666
-3,670
| -26% | -$361K | 0.11% | 102 |
|
|
2020
Q2 | $1.36M | Buy |
14,336
+83
| +0.6% | +$7.64K | 0.17% | 88 |
|
|
2020
Q1 | $1.22M | Buy |
14,253
+5,500
| +63% | +$640K | 0.17% | 85 |
|
|
2019
Q4 | $1.09M | Sell |
8,753
-28
| -0.3% | -$3.35K | 0.11% | 115 |
|
|
2019
Q3 | $1.04M | Buy |
8,781
+200
| +2% | +$24.5K | 0.11% | 121 |
|
|
2019
Q2 | $1.06M | Hold |
8,581
| – | – | 0.11% | 113 |
|
|
2019
Q1 | $938K | Sell |
8,581
-142
| -2% | -$14.9K | 0.11% | 122 |
|
|
2018
Q4 | $831K | Hold |
8,723
| – | – | 0.11% | 121 |
|
|
2018
Q3 | $929K | Buy |
8,723
+40
| +0.5% | +$4.16K | 0.1% | 117 |
|
|
2018
Q2 | $851K | Buy |
8,683
+2,281
| +36% | +$224K | 0.1% | 129 |
|
|
2018
Q1 | $597K | Sell |
6,402
-5,028
| -44% | -$487K | 0.08% | 128 |
|
|
2017
Q4 | $1.14M | Buy |
11,430
+70
| +0.6% | +$6.67K | 0.13% | 112 |
|
|
2017
Q3 | $1.03M | Buy |
11,360
+4,908
| +76% | +$422K | 0.12% | 115 |
|
|
2017
Q2 | $544K | Buy |
6,452
+957
| +17% | +$75.7K | 0.07% | 130 |
|
|
2017
Q1 | $435K | Buy |
+5,495
| New | +$430K | 0.06% | 138 |
|
Other funds holding AXP
VCM
VPM
RWA Wealth Partners's AXP Position: Q1 2026 in Review
RWA Wealth Partners increased its American Express (AXP) stake by 53% in Q1 2026, buying an estimated $15.3M and bringing the position to 132,336 shares worth $40M. The position accounts for 0.44% of the portfolio, ranked #44.
RWA Wealth Partners first reported a position in AXP in Q1 2017 and has held it in 37 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- RWA Wealth Partners held 132,336 shares of American Express worth $40M as of Q1 2026.
- RWA Wealth Partners bought 45,765 American Express shares in Q1 2026, an estimated $15.3M.
- American Express made up 0.44% of RWA Wealth Partners's portfolio in Q1 2026, its #44 holding.
- RWA Wealth Partners first reported a position in American Express in Q1 2017 and has held it in 37 quarters since.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.