Brendel Financial Advisors’s American Express AXP Stock Holding History

Brendel Financial Advisors’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	$4.33M	Sell	12,800 -1,160	-8%	-$371K	2%	22
2026 Q1	$4.22M	Hold	13,960	–	–	2.09%	14
2025 Q4	$5.16M	Hold	13,960	–	–	2.54%	7
2025 Q3	$4.64M	Hold	13,960	–	–	2.38%	7
2025 Q2	$4.45M	Sell	13,960 -61	-0.4%	-$17.2K	2.49%	5
2025 Q1	$3.77M	Hold	14,021	–	–	2.29%	13
2024 Q4	$4.16M	Hold	14,021	–	–	2.52%	6
2024 Q3	$3.8M	Hold	14,021	–	–	2.16%	14
2024 Q2	$3.25M	Hold	14,021	–	–	2.06%	14
2024 Q1	$3.19M	Hold	14,021	–	–	3.65%	9
2023 Q4	$2.63M	Buy	+14,021	New	+$2.26M	1.72%	26
2023 Q2	–	Sell	-14,064	Closed	-$2.32M	–	54
2023 Q1	$2.32M	Buy	+14,064	New	+$2.33M	1.72%	24
2022 Q3	–	Sell	-15,034	Closed	-$2.08M	–	46
2022 Q2	$2.08M	Buy	15,034 +43	+0.3%	+$7.1K	1.81%	19
2022 Q1	$2.8M	Hold	14,991	–	–	1.52%	24
2021 Q4	$2.45M	Buy	+14,991	New	+$2.56M	1.27%	31
2021 Q3	–	Sell	-14,100	Closed	-$2.33M	–	79
2021 Q2	$2.33M	Sell	14,100 -2,700	-16%	-$423K	1.28%	26
2021 Q1	$2.38M	Hold	16,800	–	–	1.59%	28
2020 Q4	$2.03M	Hold	16,800	–	–	1.38%	29
2020 Q3	$1.68M	Hold	16,800	–	–	1.35%	31
2020 Q2	$1.6M	Hold	16,800	–	–	1.38%	32
2020 Q1	$1.44M	Hold	16,800	–	–	1.69%	26
2019 Q4	$2.09M	Hold	16,800	–	–	1.78%	24
2019 Q3	$1.99M	Hold	16,800	–	–	1.79%	23
2019 Q2	$2.07M	Hold	16,800	–	–	2.01%	20
2019 Q1	$1.84M	Hold	16,800	–	–	1.65%	30
2018 Q4	$1.6M	Buy	+16,800	New	+$1.76M	1.84%	22

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Brendel Financial Advisors's AXP Position: Q2 2026 in Review

Brendel Financial Advisors reduced its American Express (AXP) stake by 8.3% in Q2 2026, selling an estimated $371K and leaving 12,800 shares worth $4.33M. The position accounts for 2% of the portfolio, ranked #22.

Brendel Financial Advisors first reported a position in AXP in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.16M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Brendel Financial Advisors held 12,800 shares of American Express worth $4.33M as of Q2 2026.
Brendel Financial Advisors sold 1,160 American Express shares in Q2 2026, an estimated $371K.
American Express made up 2% of Brendel Financial Advisors's portfolio in Q2 2026, its #22 holding.
Brendel Financial Advisors first reported a position in American Express in Q4 2018 and has held it in 26 quarters since.
Brendel Financial Advisors's American Express position peaked at $5.16M in Q4 2025.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.