Brandywine Oak Private Wealth’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 | $416K | Sell |
1,229
-8
| -0.6% | -$2.56K | 0.03% | 171 |
|
|
2026
Q1 | $374K | Sell |
1,237
-7
| -0.6% | -$2.35K | 0.03% | 174 |
|
|
2025
Q4 | $460K | Sell |
1,244
-13
| -1% | -$4.65K | 0.04% | 156 |
|
|
2025
Q3 | $418K | Sell |
1,257
-21
| -2% | -$6.68K | 0.04% | 166 |
|
|
2025
Q2 | $408K | Buy |
1,278
+4
| +0.3% | +$1.13K | 0.04% | 165 |
|
|
2025
Q1 | $343K | Sell |
1,274
-3
| -0.2% | -$887 | 0.03% | 176 |
|
|
2024
Q4 | $379K | Buy |
1,277
+3
| +0.2% | +$862 | 0.04% | 174 |
|
|
2024
Q3 | $346K | Hold |
1,274
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $295K | Sell |
1,274
-18
| -1% | -$4.17K | 0.03% | 194 |
|
|
2024
Q1 | $294K | Hold |
1,292
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $242K | Sell |
1,292
-53
| -4% | -$8.53K | 0.03% | 206 |
|
|
2023
Q3 | $201K | Sell |
1,345
-1
| -0.1% | -$164 | 0.02% | 229 |
|
|
2023
Q2 | $234K | Sell |
1,346
-235
| -15% | -$37.9K | 0.03% | 225 |
|
|
2023
Q1 | $261K | Sell |
1,581
-95
| -6% | -$15.8K | 0.03% | 215 |
|
|
2022
Q4 | $248K | Sell |
1,676
-287
| -15% | -$42.5K | 0.03% | 219 |
|
|
2022
Q3 | $264K | Sell |
1,963
-37
| -2% | -$5.6K | 0.04% | 221 |
|
|
2022
Q2 | $277K | Sell |
2,000
-303
| -13% | -$50K | 0.04% | 259 |
|
|
2022
Q1 | $430K | Sell |
2,303
-82
| -3% | -$14.8K | 0.05% | 209 |
|
|
2021
Q4 | $390K | Sell |
2,385
-64
| -3% | -$10.9K | 0.04% | 222 |
|
|
2021
Q3 | $410K | Sell |
2,449
-68
| -3% | -$11.4K | 0.05% | 213 |
|
|
2021
Q2 | $415K | Sell |
2,517
-7
| -0.3% | -$1.1K | 0.05% | 205 |
|
|
2021
Q1 | $356K | Buy |
2,524
+16
| +0.6% | +$2.11K | 0.05% | 177 |
|
|
2020
Q4 | $303K | Sell |
2,508
-50
| -2% | -$5.54K | 0.05% | 195 |
|
|
2020
Q3 | $256K | Buy |
2,558
+54
| +2% | +$5.31K | 0.04% | 209 |
|
|
2020
Q2 | $238K | Buy |
+2,504
| New | +$231K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-2,674
| Closed | -$332K | – | 221 |
|
|
2019
Q4 | $332K | Buy |
2,674
+32
| +1% | +$3.82K | 0.06% | 169 |
|
|
2019
Q3 | $312K | Sell |
2,642
-29
| -1% | -$3.56K | 0.06% | 161 |
|
|
2019
Q2 | $329K | Buy |
2,671
+17
| +0.6% | +$2K | 0.07% | 150 |
|
|
2019
Q1 | $290K | Buy |
2,654
+97
| +4% | +$10.2K | 0.06% | 166 |
|
|
2018
Q4 | $243K | Buy |
+2,557
| New | +$268K | 0.05% | 174 |
|
Other funds holding AXP
Brandywine Oak Private Wealth's AXP Position: Q2 2026 in Review
Brandywine Oak Private Wealth reduced its American Express (AXP) stake by 0.65% in Q2 2026, selling an estimated $2.56K and leaving 1,229 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #171.
Brandywine Oak Private Wealth first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $460K in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Brandywine Oak Private Wealth held 1,229 shares of American Express worth $416K as of Q2 2026.
- Brandywine Oak Private Wealth sold 8 American Express shares in Q2 2026, an estimated $2.56K.
- American Express made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #171 holding.
- Brandywine Oak Private Wealth first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
- Brandywine Oak Private Wealth's American Express position peaked at $460K in Q4 2025.
- 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.