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Brandywine Oak Private Wealth’s American Express AXP Stock Holding History

Brandywine Oak Private Wealth’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 		$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

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 1,403 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.
  • 1,403 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.