RAFFA WEALTH MANAGEMENT, LLC’s American Express AXP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$70.5K	Sell	208 -3	-1%	-$961	0.01%	151
2026 Q1	$64K	Buy	211 +3	+1%	+$1.01K	0.01%	146
2025 Q4	$77.1K	Buy	208 +12	+6%	+$4.29K	0.01%	134
2025 Q3	$65.3K	Sell	196 -59	-23%	-$18.8K	0.01%	142
2025 Q2	$81.5K	Buy	255 +59	+30%	+$16.6K	0.02%	139
2025 Q1	$52.9K	Sell	196 -8	-4%	-$2.37K	0.01%	142
2024 Q4	$60.7K	Buy	204 +74	+57%	+$21.3K	0.01%	138
2024 Q3	$35.3K	Hold	130	–	–	0.01%	166
2024 Q2	$30.1K	Hold	130	–	–	0.01%	249
2024 Q1	$29.6K	Hold	130	–	–	0.01%	237
2023 Q4	$24.4K	Hold	130	–	–	0.01%	189
2023 Q3	$19.4K	Hold	130	–	–	0.01%	201
2023 Q2	$22.6K	Sell	130 -475	-79%	-$76.6K	0.01%	191
2023 Q1	$99.8K	Buy	605 +14	+2%	+$2.32K	0.04%	98
2022 Q4	$87.3K	Buy	591 +46	+8%	+$6.82K	0.04%	99
2022 Q3	$73.5K	Hold	545	–	–	0.03%	111
2022 Q2	$75.5K	Hold	545	–	–	0.03%	110
2022 Q1	$102K	Sell	545 -30	-5%	-$5.42K	0.04%	92
2021 Q4	$94.1K	Sell	575 -42	-7%	-$7.16K	0.03%	101
2021 Q3	$103K	Hold	617	–	–	0.04%	72
2021 Q2	$102K	Sell	617 -1,196	-66%	-$187K	0.04%	77
2021 Q1	$256K	Buy	1,813 +16	+0.9%	+$2.11K	0.09%	53
2020 Q4	$217K	Buy	1,797 +18	+1%	+$1.99K	0.08%	59
2020 Q3	$178K	Buy	1,779 +60	+3%	+$5.9K	0.07%	59
2020 Q2	$164K	Hold	1,719	–	–	0.06%	64
2020 Q1	$147K	Sell	1,719 -1,178	-41%	-$137K	0.05%	62
2019 Q4	$361K	Hold	2,897	–	–	0.13%	52
2019 Q3	$343K	Buy	+2,897	New	+$355K	0.12%	49
2019 Q2	–	Sell	-3,597	Closed	-$393K	–	793
2019 Q1	$393K	Buy	3,597 +528	+17%	+$55.5K	0.16%	34
2018 Q4	$293K	Sell	3,069 -1,858	-38%	-$194K	0.11%	50
2018 Q3	$525K	Buy	4,927 +1,428	+41%	+$149K	0.19%	44
2018 Q2	$343K	Sell	3,499 -2,142	-38%	-$210K	0.13%	48
2018 Q1	$526K	Buy	5,641 +66	+1%	+$6.39K	0.19%	36
2017 Q4	$554K	Hold	5,575	–	–	0.21%	40
2017 Q3	$504K	Hold	5,575	–	–	0.21%	39
2017 Q2	$470K	Hold	5,575	–	–	0.2%	39
2017 Q1	$441K	Sell	5,575 -18	-0.3%	-$1.41K	0.21%	25
2016 Q4	$414K	Buy	5,593 +475	+9%	+$32.9K	0.22%	27
2016 Q3	$328K	Hold	5,118	–	–	0.18%	37
2016 Q2	$311K	Hold	5,118	–	–	0.17%	39
2016 Q1	$314K	Buy	5,118 +4,000	+358%	+$233K	0.18%	39
2015 Q4	$77.8K	Sell	1,118 -981	-47%	-$71.4K	0.05%	68
2015 Q3	$156K	Buy	2,099 +75	+4%	+$5.77K	0.09%	55
2015 Q2	$157K	Buy	2,024 +2,006	+11,144%	+$159K	0.09%	57
2015 Q1	$1.41K	Hold	18	–	–	﹤0.01%	307
2014 Q4	$1.68K	Hold	18	–	–	﹤0.01%	269
2014 Q3	$1.58K	Buy	18 +15	+500%	+$1.35K	﹤0.01%	274
2014 Q2	$285	Buy	+3	New	+$270	﹤0.01%	275
2014 Q1	–	Sell	-18	Closed	-$1.68K	–	309
2013 Q4	$1.68K	Buy	+18	New	+$1.48K	﹤0.01%	269

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AXP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $961 and leaving 208 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #151.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AXP in Q4 2013 and has held it in 49 quarters since. The position peaked at $554K in Q4 2017. 1,086 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 208 shares of American Express worth $70.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #151 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in American Express in Q4 2013 and has held it in 49 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's American Express position peaked at $554K in Q4 2017.
1,086 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.