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Brio Consultants’s American Express AXP Stock Holding History

Brio Consultants’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 		$237K Sell
749
-110
-13% -$36.9K 0.03% 133
2025
Q4 		$318K Buy
859
+142
+20% +$50.8K 0.04% 114
2025
Q3 		$238K Buy
717
+82
+13% +$26.1K 0.03% 121
2025
Q2 		$203K Buy
+635
New +$179K 0.03% 130

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brio Consultants's AXP Position: Q1 2026 in Review

Brio Consultants reduced its American Express (AXP) stake by 13% in Q1 2026, selling an estimated $36.9K and leaving 749 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #133.

Brio Consultants first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Brio Consultants held 749 shares of American Express worth $237K as of Q1 2026.
  • Brio Consultants sold 110 American Express shares in Q1 2026, an estimated $36.9K.
  • American Express made up 0.03% of Brio Consultants's portfolio in Q1 2026, its #133 holding.
  • Brio Consultants first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Brio Consultants's American Express position peaked at $318K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.