Braun Stacey Associates’s American Express AXP Stock Holding History

Braun Stacey Associates’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	$21.8M	Sell	72,134 -135	-0.2%	-$45.3K	0.73%	60
2025 Q4	$26.7M	Buy	72,269 +1,959	+3%	+$701K	0.87%	40
2025 Q3	$23.4M	Sell	70,310 -547	-0.8%	-$174K	0.77%	55
2025 Q2	$22.6M	Sell	70,857 -32,340	-31%	-$9.1M	0.82%	51
2025 Q1	$27.8M	Sell	103,197 -3,538	-3%	-$1.05M	1.14%	26
2024 Q4	$31.7M	Sell	106,735 -1,257	-1%	-$361K	1.18%	21
2024 Q3	$29.3M	Sell	107,992 -733	-0.7%	-$183K	1.11%	24
2024 Q2	$25.2M	Sell	108,725 -1,694	-2%	-$392K	0.98%	35
2024 Q1	$25.1M	Sell	110,419 -4,408	-4%	-$914K	0.99%	36
2023 Q4	$21.5M	Sell	114,827 -7,516	-6%	-$1.21M	0.96%	42
2023 Q3	$18.3M	Sell	122,343 -1,485	-1%	-$243K	0.89%	47
2023 Q2	$21.6M	Sell	123,828 -115,508	-48%	-$18.6M	1%	34
2023 Q1	$39.5M	Buy	239,336 +126,879	+113%	+$21M	1.03%	28
2022 Q4	$16.6M	Sell	112,457 -7,866	-7%	-$1.17M	0.95%	49
2022 Q3	$16.2M	Buy	120,323 +7,147	+6%	+$1.08M	0.99%	43
2022 Q2	$15.7M	Buy	113,176 +101,776	+893%	+$16.8M	0.89%	48
2022 Q1	$2.13M	Buy	11,400 +2,800	+33%	+$506K	0.09%	109
2021 Q4	$1.41M	Buy	8,600 +800	+10%	+$136K	0.05%	113
2021 Q3	$1.31M	Buy	7,800 +900	+13%	+$150K	0.05%	114
2021 Q2	$1.14M	Buy	6,900 +1,175	+21%	+$184K	0.04%	116
2021 Q1	$810K	Buy	+5,725	New	+$756K	0.03%	117
2020 Q3	–	Sell	-108,254	Closed	-$10.3M	–	128
2020 Q2	$10.3M	Sell	108,254 -22,902	-17%	-$2.11M	0.59%	87
2020 Q1	$11.2M	Sell	131,156 -18,216	-12%	-$2.12M	0.86%	53
2019 Q4	$18.6M	Buy	149,372 +2,819	+2%	+$337K	1.03%	32
2019 Q3	$17.3M	Buy	146,553 +2,327	+2%	+$285K	1.09%	33
2019 Q2	$17.8M	Sell	144,226 -1,978	-1%	-$232K	1.14%	18
2019 Q1	$16M	Buy	146,204 +20,698	+16%	+$2.18M	1.06%	35
2018 Q4	$12M	Buy	125,506 +121,656	+3,160%	+$12.7M	0.95%	49
2018 Q3	$410K	Buy	3,850 +100	+3%	+$10.4K	0.03%	117
2018 Q2	$368K	Hold	3,750	–	–	0.03%	114
2018 Q1	$350K	Sell	3,750 -1,500	-29%	-$145K	0.02%	122
2017 Q4	$521K	Buy	5,250 +575	+12%	+$54.8K	0.03%	123
2017 Q3	$423K	Buy	4,675 +1,675	+56%	+$144K	0.03%	121
2017 Q2	$253K	Buy	+3,000	New	+$237K	0.02%	134
2015 Q4	–	Sell	-28,705	Closed	-$2.13M	–	138
2015 Q3	$2.13M	Sell	28,705 -222,525	-89%	-$17.1M	0.14%	104
2015 Q2	$19.5M	Buy	251,230 +96,925	+63%	+$7.69M	0.83%	46
2015 Q1	$12.1M	Sell	154,305 -7,435	-5%	-$618K	0.71%	83
2014 Q4	$15M	Sell	161,740 -16,700	-9%	-$1.5M	0.92%	70
2014 Q3	$15.6M	Sell	178,440 -31,920	-15%	-$2.87M	0.96%	53
2014 Q2	$20M	Sell	210,360 -22,485	-10%	-$2.03M	1.19%	17
2014 Q1	$21M	Sell	232,845 -12,645	-5%	-$1.13M	1.23%	21
2013 Q4	$22.3M	Sell	245,490 -15,334	-6%	-$1.26M	1.27%	15
2013 Q3	$19.7M	Sell	260,824 -8,305	-3%	-$625K	1.21%	21
2013 Q2	$20.1M	Buy	+269,129	New	+$19.1M	1.27%	15

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

Braun Stacey Associates's AXP Position: Q1 2026 in Review

Braun Stacey Associates reduced its American Express (AXP) stake by 0.19% in Q1 2026, selling an estimated $45.3K and leaving 72,134 shares worth $21.8M. The position accounts for 0.73% of the portfolio, ranked #60.

Braun Stacey Associates first reported a position in AXP in Q2 2013 and has held it in 44 quarters since. The position peaked at $39.5M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Braun Stacey Associates held 72,134 shares of American Express worth $21.8M as of Q1 2026.
Braun Stacey Associates sold 135 American Express shares in Q1 2026, an estimated $45.3K.
American Express made up 0.73% of Braun Stacey Associates's portfolio in Q1 2026, its #60 holding.
Braun Stacey Associates first reported a position in American Express in Q2 2013 and has held it in 44 quarters since.
Braun Stacey Associates's American Express position peaked at $39.5M in Q1 2023.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.