Bradley & Co Private Wealth Management’s American Express AXP Stock Holding History

Bradley & Co Private Wealth Management’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 Q1	$11.5M	Buy	38,041 +2,068	+6%	+$693K	6.07%	8
2025 Q4	$13.3M	Sell	35,973 -959	-3%	-$343K	7.04%	4
2025 Q3	$12.3M	Sell	36,932 -112	-0.3%	-$35.6K	6.79%	7
2025 Q2	$11.8M	Sell	37,044 -264	-0.7%	-$74.3K	7.23%	3
2025 Q1	$10M	Sell	37,308 -3,123	-8%	-$923K	6.85%	5
2024 Q4	$12M	Buy	+40,431	New	+$11.6M	7.49%	3
2024 Q2	$8.96M	Sell	38,681 -1,398	-3%	-$324K	6.62%	9
2024 Q1	$9.13M	Buy	40,079 +4,146	+12%	+$860K	7.38%	4
2023 Q4	$6.73M	Buy	35,933 +710	+2%	+$114K	6.23%	9
2023 Q3	$5.26M	Buy	35,223 +580	+2%	+$94.9K	5.48%	9
2023 Q2	$6.03M	Buy	34,643 +1,360	+4%	+$219K	5.98%	7
2023 Q1	$5.49M	Buy	33,283 +23,231	+231%	+$3.85M	6.01%	7
2022 Q4	$1.49M	Buy	10,052 +901	+10%	+$134K	1.81%	14
2022 Q3	$1.24M	Hold	9,151	–	–	1.47%	16
2022 Q2	$1.27M	Hold	9,151	–	–	1.4%	16
2022 Q1	$1.71M	Hold	9,151	–	–	1.47%	15
2021 Q4	$1.5M	Hold	9,151	–	–	1.2%	18
2021 Q3	$1.53M	Hold	9,151	–	–	1.32%	18
2021 Q2	$1.51M	Sell	9,151 -652	-7%	-$102K	1.32%	21
2021 Q1	$1.39M	Buy	+9,803	New	+$1.3M	1.28%	21

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bradley & Co Private Wealth Management's AXP Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its American Express (AXP) stake by 5.7% in Q1 2026, buying an estimated $693K and bringing the position to 38,041 shares worth $11.5M. The position accounts for 6.07% of the portfolio, ranked #8.

Bradley & Co Private Wealth Management first reported a position in AXP in Q1 2021 and has held it in 20 quarters since. The position peaked at $13.3M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bradley & Co Private Wealth Management held 38,041 shares of American Express worth $11.5M as of Q1 2026.
Bradley & Co Private Wealth Management bought 2,068 American Express shares in Q1 2026, an estimated $693K.
American Express made up 6.07% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #8 holding.
Bradley & Co Private Wealth Management first reported a position in American Express in Q1 2021 and has held it in 20 quarters since.
Bradley & Co Private Wealth Management's American Express position peaked at $13.3M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.