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WD Rutherford’s American Express AXP Stock Holding History

WD Rutherford’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 		$2.9M Buy
8,559
+1,006
+13% +$322K 1.05% 41
2026
Q1 		$2.28M Buy
+7,553
New +$2.53M 1.02% 38

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WD Rutherford's AXP Position: Q2 2026 in Review

WD Rutherford increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $322K and bringing the position to 8,559 shares worth $2.9M. The position accounts for 1.05% of the portfolio, ranked #41.

WD Rutherford first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WD Rutherford held 8,559 shares of American Express worth $2.9M as of Q2 2026.
  • WD Rutherford bought 1,006 American Express shares in Q2 2026, an estimated $322K.
  • American Express made up 1.05% of WD Rutherford's portfolio in Q2 2026, its #41 holding.
  • WD Rutherford first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.