Brooks Moore & Associates’s American Express AXP Stock Holding History

Brooks Moore & Associates’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 Q2	$1.39M	Buy	4,123 +600	+17%	+$192K	0.63%	50
2026 Q1	$1.07M	Sell	3,523 -600	-15%	-$201K	0.53%	52
2025 Q4	$1.53M	Hold	4,123	–	–	0.75%	42
2025 Q3	$1.37M	Buy	4,123 +200	+5%	+$63.6K	0.69%	46
2025 Q2	$1.17M	Hold	3,923	–	–	0.63%	50
2025 Q1	$1.06M	Hold	3,923	–	–	0.6%	47
2024 Q4	$1.16M	Sell	3,923 -250	-6%	-$71.8K	0.69%	45
2024 Q3	$1.13M	Hold	4,173	–	–	0.67%	45
2024 Q2	$966K	Sell	4,173 -400	-9%	-$92.6K	0.62%	44
2024 Q1	$1.04M	Sell	4,573 -418	-8%	-$86.7K	0.67%	43
2023 Q4	$935K	Buy	4,991 +443	+10%	+$71.3K	0.64%	46
2023 Q3	$679K	Hold	4,548	–	–	0.51%	48
2023 Q2	$792K	Hold	4,548	–	–	0.56%	48
2023 Q1	$750K	Buy	4,548 +184	+4%	+$30.5K	0.54%	52
2022 Q4	$645K	Hold	4,364	–	–	0.47%	49
2022 Q3	$589K	Hold	4,364	–	–	0.48%	50
2022 Q2	$605K	Hold	4,364	–	–	0.44%	53
2022 Q1	$816K	Hold	4,364	–	–	0.5%	53
2021 Q4	$714K	Hold	4,364	–	–	0.42%	63
2021 Q3	$731K	Hold	4,364	–	–	0.48%	56
2021 Q2	$721K	Hold	4,364	–	–	0.46%	57
2021 Q1	$617K	Sell	4,364 -1,300	-23%	-$172K	0.42%	60
2020 Q4	$685K	Sell	5,664 -1,100	-16%	-$122K	0.53%	52
2020 Q3	$678K	Hold	6,764	–	–	0.58%	49
2020 Q2	$644K	Buy	6,764 +114	+2%	+$10.5K	0.6%	51
2020 Q1	$569K	Hold	6,650	–	–	0.6%	53
2019 Q4	$828K	Hold	6,650	–	–	0.66%	50
2019 Q3	$787K	Hold	6,650	–	–	0.66%	54
2019 Q2	$821K	Buy	6,650 +500	+8%	+$58.7K	0.71%	55
2019 Q1	$672K	Sell	6,150 -700	-10%	-$73.6K	0.61%	55
2018 Q4	$653K	Buy	+6,850	New	+$717K	0.66%	53

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Brooks Moore & Associates's AXP Position: Q2 2026 in Review

Brooks Moore & Associates increased its American Express (AXP) stake by 17% in Q2 2026, buying an estimated $192K and bringing the position to 4,123 shares worth $1.39M. The position accounts for 0.63% of the portfolio, ranked #50.

Brooks Moore & Associates first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.53M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Brooks Moore & Associates held 4,123 shares of American Express worth $1.39M as of Q2 2026.
Brooks Moore & Associates bought 600 American Express shares in Q2 2026, an estimated $192K.
American Express made up 0.63% of Brooks Moore & Associates's portfolio in Q2 2026, its #50 holding.
Brooks Moore & Associates first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
Brooks Moore & Associates's American Express position peaked at $1.53M in Q4 2025.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.