Brian C. Broderick’s American Express AXP Stock Holding History

Brian C. Broderick’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	$3.5M	Buy	11,580 +1,677	+17%	+$562K	0.65%	35
2025 Q4	$3.66M	Buy	9,903 +2,546	+35%	+$911K	0.69%	35
2025 Q3	$2.44M	Buy	7,357 +1,489	+25%	+$474K	0.46%	44
2025 Q2	$1.87M	Buy	5,868 +3,411	+139%	+$960K	0.37%	45
2025 Q1	$661K	Buy	+2,457	New	+$726K	0.13%	60
2017 Q4	–	Sell	-3,275	Closed	-$296K	–	93
2017 Q3	$296K	Sell	3,275 -725	-18%	-$62.3K	0.11%	83
2017 Q2	$337K	Sell	4,000 -300	-7%	-$23.7K	0.12%	80
2017 Q1	$340K	Sell	4,300 -500	-10%	-$39.1K	0.14%	77
2016 Q4	$356K	Sell	4,800 -100	-2%	-$6.92K	0.15%	78
2016 Q3	$313K	Sell	4,900 -220	-4%	-$14.1K	0.13%	85
2016 Q2	$311K	Hold	5,120	–	–	0.13%	85
2016 Q1	$314K	Buy	5,120 +1,200	+31%	+$69.8K	0.14%	86
2015 Q4	$273K	Buy	3,920 +2,900	+284%	+$211K	0.12%	86
2015 Q3	$76K	Buy	+1,020	New	+$78.5K	0.04%	94

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

Brian C. Broderick's AXP Position: Q1 2026 in Review

Brian C. Broderick increased its American Express (AXP) stake by 17% in Q1 2026, buying an estimated $562K and bringing the position to 11,580 shares worth $3.5M. The position accounts for 0.65% of the portfolio, ranked #35.

Brian C. Broderick first reported a position in AXP in Q3 2015 and has held it in 14 quarters since. The position peaked at $3.66M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Brian C. Broderick held 11,580 shares of American Express worth $3.5M as of Q1 2026.
Brian C. Broderick bought 1,677 American Express shares in Q1 2026, an estimated $562K.
American Express made up 0.65% of Brian C. Broderick's portfolio in Q1 2026, its #35 holding.
Brian C. Broderick first reported a position in American Express in Q3 2015 and has held it in 14 quarters since.
Brian C. Broderick's American Express position peaked at $3.66M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.