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Brookstone Capital Management’s American Express AXP Stock Holding History

Brookstone Capital Management’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
2022
Q1 		– Sell
-500
Closed -$87K – 773
2021
Q4 		$87K Buy
+500
New +$85.3K ﹤0.01% 736

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Brookstone Capital Management's AXP Position: Q2 2026 in Review

Brookstone Capital Management reduced its American Express (AXP) stake by 36% in Q2 2026, selling an estimated $7.06M and leaving 39,058 shares worth $13.2M. The position accounts for 0.13% of the portfolio, ranked #183.

Brookstone Capital Management first reported a position in AXP in Q4 2014 and has held it in 35 quarters since. The position peaked at $24.3M in Q4 2024. 714 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Brookstone Capital Management held 39,058 shares of American Express worth $13.2M as of Q2 2026.
  • Brookstone Capital Management sold 22,061 American Express shares in Q2 2026, an estimated $7.06M.
  • American Express made up 0.13% of Brookstone Capital Management's portfolio in Q2 2026, its #183 holding.
  • Brookstone Capital Management first reported a position in American Express in Q4 2014 and has held it in 35 quarters since.
  • Brookstone Capital Management's American Express position peaked at $24.3M in Q4 2024.
  • 714 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.