Bramshill Investments’s American Express AXP Stock Holding History

Bramshill Investments’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	–	Sell	-1,500	Closed	-$555K	–	158
2025 Q4	$555K	Hold	1,500	–	–	0.03%	121
2025 Q3	$498K	Hold	1,500	–	–	0.03%	131
2025 Q2	$478K	Hold	1,500	–	–	0.05%	126
2025 Q1	$404K	Hold	1,500	–	–	0.04%	122
2024 Q4	$445K	Buy	+1,500	New	+$431K	0.07%	120
2022 Q3	–	Sell	-42	Closed	-$7K	–	142
2022 Q2	$7K	Buy	+42	New	+$6.94K	﹤0.01%	164

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

Bramshill Investments's AXP Position: Q1 2026 in Review

Bramshill Investments sold out of American Express (AXP) in Q1 2026, closing a stake of 1,500 shares — an estimated $555K sold.

Bramshill Investments first reported a position in AXP in Q2 2022 and held it in 6 quarters. The position peaked at $555K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Bramshill Investments reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Bramshill Investments sold 1,500 American Express shares in Q1 2026, an estimated $555K.
Bramshill Investments first reported a position in American Express in Q2 2022 and held it in 6 quarters.
Bramshill Investments's American Express position peaked at $555K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.