Broadway Wealth Solutions’s American Express AXP Stock Holding History

Broadway Wealth Solutions’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 Q3	$256K	Sell	843 -2	-0.2%	-$668	0.11%	82
2026 Q2	$286K	Hold	845	–	–	0.13%	73
2026 Q1	$256K	Hold	845	–	–	0.13%	82
2025 Q4	$313K	Sell	845 -2	-0.2%	-$716	0.17%	64
2025 Q3	$281K	Sell	847 -3	-0.4%	-$954	0.16%	76
2025 Q2	$271K	Sell	850 -79	-9%	-$22.2K	0.17%	75
2025 Q1	$250K	Hold	929	–	–	0.18%	71
2024 Q4	$276K	Buy	+929	New	+$267K	0.21%	69

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Broadway Wealth Solutions's AXP Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its American Express (AXP) stake by 0.24% in Q3 2026, selling an estimated $668 and leaving 843 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #82.

Broadway Wealth Solutions first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $313K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Broadway Wealth Solutions held 843 shares of American Express worth $256K as of Q3 2026.
Broadway Wealth Solutions sold 2 American Express shares in Q3 2026, an estimated $668.
American Express made up 0.11% of Broadway Wealth Solutions's portfolio in Q3 2026, its #82 holding.
Broadway Wealth Solutions first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Broadway Wealth Solutions's American Express position peaked at $313K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.