Rothschild & Co Wealth Management UK Ltd

Position in AXP — American Express Co

CIK 1784260 London, X0

Back to AXP Full portfolio

Position in AXP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$860,300,911

-$215,040,892 QoQ

Shares Held

2,844,158

-2.2% QoQ

Ownership

0.417%

of shares outstanding

% of Portfolio

13.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in AXP Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Mar 31, 2026

Rothschild & Co Wealth Management UK Ltd holds $1,559,285,529 across 3 Credit Services names. AXP ranks #1 (55.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co This page	2,844,158	$860,300,911
2	MA	Mastercard Inc	1,352,607	$675,843,613
3	V	Visa Inc.	76,565	$23,141,005

All Filings in AXP

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$860,300,911	2,844,158	-2.2%	Shares	Sole	2026-05-08
2025-12-31	$1,075,341,803	2,906,722	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$960,524,676	2,891,753	+2.7%	Shares	Sole	2025-11-07
2025-06-30	$897,965,063	2,815,114	+1.4%	Shares	Sole	2025-08-06
2025-03-31	$746,797,242	2,775,682	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$820,525,815	2,764,668	-15.2%	Shares	Sole	2025-01-17
2024-09-30	$884,442,321	3,261,218	-8.9%	Shares	Sole	2024-10-18
2024-06-30	$828,972,618	3,580,102	+0.1%	Shares	Sole	2024-07-31
2024-03-31	$814,282,510	3,576,277	+0.3%	Shares	Sole	2024-05-02
2023-12-31	$667,685,192	3,564,029	-0.2%	Shares	Sole	2024-01-30
2023-09-30	$533,017,528	3,572,743	+1.9%	Shares	Sole	2023-10-25
2023-06-30	$610,600,265	3,505,168	+2.0%	Shares	Sole	2023-07-19
2023-03-31	$566,654,879	3,435,313	-10.5%	Shares	Sole	2023-05-02
2022-12-31	$566,907,441	3,836,937	+6.9%	Shares	Sole	2023-01-23
2022-09-30	$484,426,193	3,590,736	+1.1%	Shares	Sole	2022-10-27
2022-06-30	$492,382,398	3,552,030	+0.6%	Shares	Sole	2022-07-15
2022-03-31	$660,455,389	3,531,847	-25.5%	Shares	Sole	2022-04-22
2021-12-31	$775,376,637	4,739,466	-0.1%	Shares	Sole	2022-02-01
2021-09-30	$794,568,822	4,742,845	-3.3%	Shares	Sole	2021-11-03
2021-06-30	$810,041,727	4,902,510	+1.9%	Shares	Sole	2021-08-02
2021-03-31	$680,466,142	4,810,988	+3.6%	Shares	Sole	2021-04-22
2020-12-31	$561,285,983	4,642,180	+0.6%	Shares	Sole	2021-01-19
2020-09-30	$462,523,725	4,613,703	-7.1%	Shares	Sole	2020-11-06
2020-06-30	$473,043,564	4,968,945	+25.9%	Shares	Sole	2020-07-15
2020-03-31	$337,778,963	3,945,555	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.