SEC 13F Intelligence

Rothschild & Co Wealth Management UK Ltd / AXP

Rothschild & Co Wealth Management UK Ltd’s American Express Co Position

Does Rothschild & Co Wealth Management UK Ltd own American Express Co (AXP)? Yes2.84M shares worth $860M (+13.17% of its 13F portfolio) as of Q1 2026, down from 2.91M shares the prior filed quarter.

Position Value
$860M
Q1 2026
Shares
2.84M
% of Portfolio
+13.17%
Quarters Held
26
currently held

Position History AXP

Reported value by quarter
Q4 ’19: $480MQ4 ’19Q1 ’20: $338MQ2 ’20: $473MQ3 ’20: $463MQ4 ’20: $561MQ4 ’20Q1 ’21: $680MQ2 ’21: $810MQ3 ’21: $795MQ4 ’21: $775MQ4 ’21Q1 ’22: $660MQ2 ’22: $492MQ3 ’22: $484MQ4 ’22: $567MQ4 ’22Q1 ’23: $567MQ2 ’23: $611MQ3 ’23: $533MQ4 ’23: $668MQ4 ’23Q1 ’24: $814MQ2 ’24: $829MQ3 ’24: $884MQ4 ’24: $821MQ4 ’24Q1 ’25: $747MQ2 ’25: $898MQ3 ’25: $961MQ4 ’25: $1.1BQ4 ’25Q1 ’26: $860Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.84M$860M+13.17%
Q4 20252.91M$1.1B+16.91%
Q3 20252.89M$961M+15.45%
Q2 20252.82M$898M+13.35%
Q1 20252.78M$747M+12.57%
Q4 20242.76M$821M+14.41%
Q3 20243.26M$884M+14.05%
Q2 20243.58M$829M+14.12%
Q1 20243.58M$814M+13.50%
Q4 20233.56M$668M+10.95%
Q3 20233.57M$533M+9.39%
Q2 20233.51M$611M+11.00%
Q1 20233.44M$567M+11.27%
Q4 20223.84M$567M+12.58%
Q3 20223.59M$484M+11.73%
Q2 20223.55M$492M+11.12%
Q1 20223.53M$660M+11.91%
Q4 20214.74M$775M+12.87%
Q3 20214.74M$795M+13.47%
Q2 20214.90M$810M+13.81%
Q1 20214.81M$680M+12.19%
Q4 20204.64M$561M+10.87%
Q3 20204.61M$463M+9.70%
Q2 20204.97M$473M+10.82%
Q1 20203.95M$338M+9.05%
Q4 20193.86M$480M+10.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rothschild & Co Wealth Management UK Ltd’s full portfolio or all institutional holders of AXP.