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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
Q2 		$5.08M Buy
15,005
+3,425
+30% +$1.1M 0.79% 33
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brian C. Broderick's AXP Position: Q2 2026 in Review

Brian C. Broderick increased its American Express (AXP) stake by 30% in Q2 2026, buying an estimated $1.1M and bringing the position to 15,005 shares worth $5.08M. The position accounts for 0.79% of the portfolio, ranked #33.

Brian C. Broderick first reported a position in AXP in Q3 2015 and has held it in 15 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Brian C. Broderick held 15,005 shares of American Express worth $5.08M as of Q2 2026.
  • Brian C. Broderick bought 3,425 American Express shares in Q2 2026, an estimated $1.1M.
  • American Express made up 0.79% of Brian C. Broderick's portfolio in Q2 2026, its #33 holding.
  • Brian C. Broderick first reported a position in American Express in Q3 2015 and has held it in 15 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brian C. Broderick's 13F filing for Q2 2026, filed 11 Aug 2026.