Brady Martz Wealth Solutions’s American Express AXP Stock Holding History

Brady Martz Wealth Solutions’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 Q2	$679K	Buy	2,007 +601	+43%	+$192K	0.1%	121
2026 Q1	$425K	Sell	1,406 -129	-8%	-$43.3K	0.07%	143
2025 Q4	$568K	Sell	1,535 -198	-11%	-$70.9K	0.1%	119
2025 Q3	$576K	Sell	1,733 -66	-4%	-$21K	0.1%	110
2025 Q2	$574K	Buy	1,799 +1	+0.1%	+$281	0.11%	108
2025 Q1	$484K	Buy	1,798 +1	+0.1%	+$296	0.11%	111
2024 Q4	$540K	Buy	+1,797	New	+$516K	0.13%	109

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Brady Martz Wealth Solutions's AXP Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its American Express (AXP) stake by 43% in Q2 2026, buying an estimated $192K and bringing the position to 2,007 shares worth $679K. The position accounts for 0.1% of the portfolio, ranked #121.

Brady Martz Wealth Solutions first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Brady Martz Wealth Solutions held 2,007 shares of American Express worth $679K as of Q2 2026.
Brady Martz Wealth Solutions bought 601 American Express shares in Q2 2026, an estimated $192K.
American Express made up 0.1% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #121 holding.
Brady Martz Wealth Solutions first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.