Bell & Brown Wealth Advisors
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Bell & Brown Wealth Advisors’s American Express AXP Stock Holding History

Bell & Brown Wealth Advisors’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
Q3 		$4.02M Sell
13,231
-923
-7% -$308K 1.26% 30
2026
Q2 		$4.79M Sell
14,154
-130
-0.9% -$41.6K 1.45% 27
2026
Q1 		$4.32M Sell
14,284
-316
-2% -$106K 1.4% 29
2025
Q4 		$5.4M Sell
14,600
-151
-1% -$54K 1.74% 24
2025
Q3 		$4.9M Buy
14,751
+90
+0.6% +$28.6K 1.6% 26
2025
Q2 		$4.68M Sell
14,661
-20
-0.1% -$5.63K 1.67% 22
2025
Q1 		$3.95M Buy
14,681
+95
+0.7% +$28.1K 1.54% 28
2024
Q4 		$4.33M Sell
14,586
-120
-0.8% -$34.5K 1.61% 25
2024
Q3 		$3.99M Sell
14,706
-65
-0.4% -$16.2K 1.56% 26
2024
Q2 		$3.42M Sell
14,771
-389
-3% -$90.1K 1.24% 27
2024
Q1 		$3.45M Sell
15,160
-230
-1% -$47.7K 1.48% 25
2023
Q4 		$2.88M Buy
+15,390
New +$2.48M 1.34% 29
2023
Q2 		$2.69M Sell
15,422
-143
-0.9% -$23.1K 1.34% 31
2023
Q1 		$2.57M Sell
15,565
-198
-1% -$32.8K 1.37% 34
2022
Q4 		$2.33M Buy
15,763
+30
+0.2% +$4.44K 1.28% 37
2022
Q3 		$2.12M Sell
15,733
-126
-0.8% -$19.1K 1.31% 33
2022
Q2 		$2.2M Sell
15,859
-565
-3% -$93.3K 1.18% 37
2022
Q1 		$3.07M Sell
16,424
-698
-4% -$126K 1.39% 28
2021
Q4 		$3.37M Buy
17,122
+311
+2% +$53K 1.63% 25
2021
Q3 		$2.82M Buy
+16,811
New +$2.81M 1.52% 27
2020
Q3 		$1.86M Buy
18,255
+601
+3% +$59.1K 1.35% 28
2020
Q2 		$1.68M Buy
17,654
+874
+5% +$80.5K 1.31% 29
2020
Q1 		$1.44M Buy
16,780
+453
+3% +$52.7K 1.34% 30
2019
Q4 		$2.1M Sell
16,327
-341
-2% -$40.8K 1.57% 25
2019
Q3 		$1.95M Sell
16,668
-267
-2% -$32.7K 1.6% 25
2019
Q2 		$2.09M Buy
16,935
+593
+4% +$69.7K 1.84% 20
2019
Q1 		$1.79M Sell
16,342
-590
-3% -$62K 1.63% 25
2018
Q4 		$1.61M Sell
16,932
-216
-1% -$22.6K 1.73% 24
2018
Q3 		$1.76M Sell
17,148
-16
-0.1% -$1.66K 1.64% 25
2018
Q2 		$1.68M Buy
17,164
+254
+2% +$25K 1.66% 22
2018
Q1 		$1.66M Sell
16,910
-241
-1% -$23.3K 1.75% 16
2017
Q4 		$1.7M Buy
+17,151
New +$1.63M 1.76% 16

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Bell & Brown Wealth Advisors's AXP Position: Q3 2026 in Review

Bell & Brown Wealth Advisors reduced its American Express (AXP) stake by 6.5% in Q3 2026, selling an estimated $308K and leaving 13,231 shares worth $4.02M. The position accounts for 1.26% of the portfolio, ranked #30.

Bell & Brown Wealth Advisors first reported a position in AXP in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.4M in Q4 2025. 1,266 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Bell & Brown Wealth Advisors held 13,231 shares of American Express worth $4.02M as of Q3 2026.
  • Bell & Brown Wealth Advisors sold 923 American Express shares in Q3 2026, an estimated $308K.
  • American Express made up 1.26% of Bell & Brown Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Bell & Brown Wealth Advisors first reported a position in American Express in Q4 2017 and has held it in 32 quarters since.
  • Bell & Brown Wealth Advisors's American Express position peaked at $5.4M in Q4 2025.
  • 1,266 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.