Brighton Jones LLC’s American Express AXP Stock Holding History

Brighton Jones LLC’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	$4.33M	Buy	+14,328	New	+$4.8M	0.1%	148
2025 Q4	–	Sell	-12,651	Closed	-$4.2M	–	132
2025 Q3	$4.2M	Buy	12,651 +954	+8%	+$303K	0.1%	123
2025 Q2	$3.73M	Sell	11,697 -413	-3%	-$116K	0.1%	122
2025 Q1	$3.26M	Buy	12,110 +5,629	+87%	+$1.66M	0.1%	114
2024 Q4	$1.92M	Buy	6,481 +1,273	+24%	+$366K	0.06%	170
2024 Q3	$1.41M	Sell	5,208 -93	-2%	-$23.2K	0.05%	177
2024 Q2	$1.23M	Buy	5,301 +297	+6%	+$68.8K	0.04%	201
2024 Q1	$1.14M	Buy	5,004 +258	+5%	+$53.5K	0.04%	206
2023 Q4	$889K	Buy	4,746 +491	+12%	+$79K	0.04%	227
2023 Q3	$635K	Buy	4,255 +61	+1%	+$9.98K	0.03%	245
2023 Q2	$731K	Buy	4,194 +794	+23%	+$128K	0.04%	236
2023 Q1	$561K	Sell	3,400 -32	-0.9%	-$5.31K	0.03%	261
2022 Q4	$507K	Sell	3,432 -1,533	-31%	-$227K	0.03%	247
2022 Q3	$670K	Sell	4,965 -366	-7%	-$55.4K	0.04%	201
2022 Q2	$739K	Sell	5,331 -32	-0.6%	-$5.29K	0.04%	187
2022 Q1	$1M	Buy	5,363 +302	+6%	+$54.5K	0.05%	176
2021 Q4	$828K	Buy	5,061 +428	+9%	+$73K	0.04%	198
2021 Q3	$776K	Buy	4,633 +406	+10%	+$67.9K	0.04%	187
2021 Q2	$698K	Sell	4,227 -1,065	-20%	-$167K	0.04%	207
2021 Q1	$748K	Buy	5,292 +1,745	+49%	+$231K	0.04%	184
2020 Q4	$429K	Buy	3,547 +8	+0.2%	+$886	0.03%	233
2020 Q3	$355K	Buy	3,539 +483	+16%	+$47.5K	0.02%	231
2020 Q2	$291K	Sell	3,056 -1,136	-27%	-$105K	0.02%	227
2020 Q1	$359K	Sell	4,192 -232	-5%	-$27K	0.04%	189
2019 Q4	$551K	Sell	4,424 -345	-7%	-$41.2K	0.06%	168
2019 Q3	$564K	Sell	4,769 -219	-4%	-$26.9K	0.07%	158
2019 Q2	$616K	Buy	4,988 +512	+11%	+$60.1K	0.07%	145
2019 Q1	$489K	Sell	4,476 -224	-5%	-$23.5K	0.06%	173
2018 Q4	$448K	Sell	4,700 -8	-0.2%	-$837	0.06%	157
2018 Q3	$501K	Buy	4,708 +780	+20%	+$81.1K	0.06%	155
2018 Q2	$385K	Sell	3,928 -246	-6%	-$24.2K	0.05%	203
2018 Q1	$389K	Sell	4,174 -456	-10%	-$44.2K	0.05%	185
2017 Q4	$460K	Buy	+4,630	New	+$441K	0.06%	160
2017 Q2	–	Sell	-4,873	Closed	-$385K	–	278
2017 Q1	$385K	Buy	+4,873	New	+$381K	0.09%	68
2016 Q4	–	Sell	-3,970	Closed	-$254K	–	114
2016 Q3	$254K	Sell	3,970 -45	-1%	-$2.89K	0.04%	197
2016 Q2	$244K	Sell	4,015 -786	-16%	-$49.8K	0.04%	172
2016 Q1	$295K	Sell	4,801 -311	-6%	-$18.1K	0.05%	160
2015 Q4	$356K	Buy	5,112 +168	+3%	+$12.2K	0.07%	135
2015 Q3	$367K	Sell	4,944 -64	-1%	-$4.92K	0.08%	125
2015 Q2	$389K	Sell	5,008 -183	-4%	-$14.5K	0.09%	113
2015 Q1	$406K	Sell	5,191 -249	-5%	-$20.7K	0.09%	112
2014 Q4	$506K	Buy	5,440 +370	+7%	+$33.2K	0.12%	100
2014 Q3	$444K	Sell	5,070 -95	-2%	-$8.55K	0.1%	113
2014 Q2	$490K	Buy	5,165 +76	+1%	+$6.85K	0.11%	101
2014 Q1	$458K	Sell	5,089 -135	-3%	-$12.1K	0.11%	102
2013 Q4	$474K	Buy	5,224 +2,036	+64%	+$167K	0.11%	98
2013 Q3	$241K	Buy	+3,188	New	+$240K	0.06%	133

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brighton Jones LLC's AXP Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in American Express (AXP) in Q1 2026: 14,328 shares worth $4.33M. The stake represents 0.1% of the portfolio and ranks #148 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in AXP as recently as Q3 2025.

Brighton Jones LLC first reported a position in AXP in Q3 2013 and has held it in 47 quarters since. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Brighton Jones LLC held 14,328 shares of American Express worth $4.33M as of Q1 2026.
American Express was a new Brighton Jones LLC position in Q1 2026.
American Express made up 0.1% of Brighton Jones LLC's portfolio in Q1 2026, its #148 holding.
Brighton Jones LLC first reported a position in American Express in Q3 2013 and has held it in 47 quarters since.
2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.