Brio Consultants’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Brio Consultants's AXP Position: Q2 2026 in Review
Brio Consultants increased its American Express (AXP) stake by 2.3% in Q2 2026, buying an estimated $5.44K and bringing the position to 766 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #132.
Brio Consultants first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $318K in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Brio Consultants held 766 shares of American Express worth $259K as of Q2 2026.
- Brio Consultants bought 17 American Express shares in Q2 2026, an estimated $5.44K.
- American Express made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #132 holding.
- Brio Consultants first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
- Brio Consultants's American Express position peaked at $318K in Q4 2025.
- 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.