Bradley Foster & Sargent’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48M | Buy |
141,891
+5,576
| +4% | +$1.79M | 0.68% | 43 |
|
|
2026
Q1 | $41.2M | Buy |
136,315
+298
| +0.2% | +$99.9K | 0.64% | 43 |
|
|
2025
Q4 | $50.3M | Sell |
136,017
-320
| -0.2% | -$115K | 0.74% | 38 |
|
|
2025
Q3 | $45.3M | Sell |
136,337
-612
| -0.4% | -$195K | 0.67% | 42 |
|
|
2025
Q2 | $43.7M | Sell |
136,949
-4,356
| -3% | -$1.23M | 0.68% | 41 |
|
|
2025
Q1 | $38M | Buy |
141,305
+1,774
| +1% | +$524K | 0.65% | 42 |
|
|
2024
Q4 | $41.4M | Buy |
139,531
+3,041
| +2% | +$874K | 0.7% | 40 |
|
|
2024
Q3 | $37M | Sell |
136,490
-1,869
| -1% | -$465K | 0.62% | 49 |
|
|
2024
Q2 | $32M | Buy |
138,359
+5,248
| +4% | +$1.22M | 0.58% | 49 |
|
|
2024
Q1 | $30.3M | Sell |
133,111
-2,590
| -2% | -$537K | 0.55% | 53 |
|
|
2023
Q4 | $25.4M | Buy |
135,701
+8,019
| +6% | +$1.29M | 0.49% | 53 |
|
|
2023
Q3 | $22.2M | Hold |
127,682
| – | – | 0.47% | 57 |
|
|
2023
Q2 | $22.2M | Buy |
127,682
+476
| +0.4% | +$76.8K | 0.47% | 57 |
|
|
2023
Q1 | $21M | Buy |
127,206
+433
| +0.3% | +$71.8K | 0.5% | 58 |
|
|
2022
Q4 | $18.7M | Sell |
126,773
-1,765
| -1% | -$262K | 0.47% | 57 |
|
|
2022
Q3 | $17.3M | Buy |
128,538
+148
| +0.1% | +$22.4K | 0.48% | 55 |
|
|
2022
Q2 | $17.8M | Sell |
128,390
-1,175
| -0.9% | -$194K | 0.46% | 59 |
|
|
2022
Q1 | $24.2M | Buy |
129,565
+1,284
| +1% | +$232K | 0.52% | 53 |
|
|
2021
Q4 | $21M | Buy |
128,281
+898
| +0.7% | +$153K | 0.44% | 63 |
|
|
2021
Q3 | $21.3M | Sell |
127,383
-1,838
| -1% | -$307K | 0.5% | 59 |
|
|
2021
Q2 | $21.4M | Sell |
129,221
-698
| -0.5% | -$109K | 0.5% | 59 |
|
|
2021
Q1 | $18.4M | Sell |
129,919
-4,458
| -3% | -$589K | 0.47% | 63 |
|
|
2020
Q4 | $16.2M | Buy |
134,377
+3,300
| +3% | +$365K | 0.43% | 65 |
|
|
2020
Q3 | $13.1M | Buy |
+131,077
| New | +$12.9M | 0.39% | 66 |
|
|
2020
Q1 | $14M | Sell |
163,794
-2,404
| -1% | -$280K | 0.56% | 52 |
|
|
2019
Q4 | $20.7M | Sell |
166,198
-322
| -0.2% | -$38.5K | 0.64% | 50 |
|
|
2019
Q3 | $19.7M | Sell |
166,520
-2,455
| -1% | -$301K | 0.66% | 50 |
|
|
2019
Q2 | $20.9M | Sell |
168,975
-3,635
| -2% | -$427K | 0.69% | 49 |
|
|
2019
Q1 | $18.9M | Sell |
172,610
-3,065
| -2% | -$322K | 0.66% | 49 |
|
|
2018
Q4 | $16.7M | Sell |
175,675
-10,484
| -6% | -$1.1M | 0.68% | 50 |
|
|
2018
Q3 | $19.8M | Sell |
186,159
-6,794
| -4% | -$707K | 0.67% | 45 |
|
|
2018
Q2 | $18.9M | Buy |
192,953
+2,674
| +1% | +$263K | 0.68% | 47 |
|
|
2018
Q1 | $17.7M | Sell |
190,279
-5,052
| -3% | -$489K | 0.67% | 51 |
|
|
2017
Q4 | $19.4M | Buy |
195,331
+3,537
| +2% | +$337K | 0.7% | 49 |
|
|
2017
Q3 | $17.4M | Buy |
191,794
+2,998
| +2% | +$258K | 0.66% | 57 |
|
|
2017
Q2 | $15.9M | Sell |
188,796
-977
| -0.5% | -$77.3K | 0.64% | 55 |
|
|
2017
Q1 | $15M | Buy |
189,773
+10,709
| +6% | +$837K | 0.61% | 57 |
|
|
2016
Q4 | $13.3M | Buy |
179,064
+264
| +0.1% | +$18.3K | 0.56% | 61 |
|
|
2016
Q3 | $11.4M | Buy |
178,800
+5,148
| +3% | +$331K | 0.5% | 69 |
|
|
2016
Q2 | $10.6M | Buy |
173,652
+16,291
| +10% | +$1.03M | 0.47% | 67 |
|
|
2016
Q1 | $9.66M | Sell |
157,361
-9,614
| -6% | -$559K | 0.45% | 68 |
|
|
2015
Q4 | $11.6M | Sell |
166,975
-10,500
| -6% | -$764K | 0.53% | 65 |
|
|
2015
Q3 | $13.2M | Sell |
177,475
-19,808
| -10% | -$1.52M | 0.65% | 54 |
|
|
2015
Q2 | $15.3M | Sell |
197,283
-189,767
| -49% | -$15.1M | 0.7% | 51 |
|
|
2015
Q1 | $30.2M | Buy |
387,050
+39,037
| +11% | +$3.24M | 1.38% | 19 |
|
|
2014
Q4 | $32.4M | Buy |
348,013
+351
| +0.1% | +$31.5K | 1.52% | 13 |
|
|
2014
Q3 | $30.4M | Buy |
347,662
+8,466
| +2% | +$762K | 1.45% | 15 |
|
|
2014
Q2 | $32.2M | Buy |
339,196
+3,436
| +1% | +$310K | 1.57% | 13 |
|
|
2014
Q1 | $30.2M | Sell |
335,760
-7,909
| -2% | -$706K | 1.57% | 12 |
|
|
2013
Q4 | $31.2M | Sell |
343,669
-3,309
| -1% | -$272K | 1.66% | 11 |
|
|
2013
Q3 | $26.2M | Sell |
346,978
-4,724
| -1% | -$355K | 1.53% | 15 |
|
|
2013
Q2 | $26.3M | Buy |
+351,702
| New | +$25M | 1.62% | 16 |
|
Other funds holding AXP
Bradley Foster & Sargent's AXP Position: Q2 2026 in Review
Bradley Foster & Sargent increased its American Express (AXP) stake by 4.1% in Q2 2026, buying an estimated $1.79M and bringing the position to 141,891 shares worth $48M. The position accounts for 0.68% of the portfolio, ranked #43.
Bradley Foster & Sargent first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.3M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Bradley Foster & Sargent held 141,891 shares of American Express worth $48M as of Q2 2026.
- Bradley Foster & Sargent bought 5,576 American Express shares in Q2 2026, an estimated $1.79M.
- American Express made up 0.68% of Bradley Foster & Sargent's portfolio in Q2 2026, its #43 holding.
- Bradley Foster & Sargent first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Bradley Foster & Sargent's American Express position peaked at $50.3M in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.