Brooklyn Investment Group’s American Express AXP Stock Holding History

Brooklyn Investment Group’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	$4.36M	Buy	14,428 +3,673	+34%	+$1.23M	0.14%	108
2025 Q4	$4.04M	Buy	10,755 +3,787	+54%	+$1.36M	0.19%	92
2025 Q3	$2.21M	Sell	6,968 -213	-3%	-$67.8K	0.3%	60
2025 Q2	$2.29M	Buy	7,181 +2,336	+48%	+$657K	0.3%	61
2025 Q1	$1.3M	Buy	4,845 +1,255	+35%	+$371K	0.28%	63
2024 Q4	$1.07M	Buy	3,590 +336	+10%	+$96.5K	0.32%	58
2024 Q3	$882K	Buy	3,254 +368	+13%	+$91.6K	0.29%	69
2024 Q2	$657K	Hold	2,886	–	–	0.28%	82
2024 Q1	$657K	Sell	2,886 -10	-0.3%	-$2.07K	0.28%	82
2023 Q4	$543K	Buy	+2,896	New	+$466K	0.26%	92

Other funds holding AXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brooklyn Investment Group's AXP Position: Q1 2026 in Review

Brooklyn Investment Group increased its American Express (AXP) stake by 34% in Q1 2026, buying an estimated $1.23M and bringing the position to 14,428 shares worth $4.36M. The position accounts for 0.14% of the portfolio, ranked #108.

Brooklyn Investment Group first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Brooklyn Investment Group held 14,428 shares of American Express worth $4.36M as of Q1 2026.
Brooklyn Investment Group bought 3,673 American Express shares in Q1 2026, an estimated $1.23M.
American Express made up 0.14% of Brooklyn Investment Group's portfolio in Q1 2026, its #108 holding.
Brooklyn Investment Group first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.