Brookwood Investment Group’s American Express AXP Stock Holding History

Brookwood 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 Q2	$829K	Sell	2,451 -178	-7%	-$57K	0.09%	211
2026 Q1	$795K	Sell	2,629 -41	-2%	-$13.7K	0.1%	195
2025 Q4	$988K	Buy	2,670 +187	+8%	+$66.9K	0.12%	171
2025 Q3	$825K	Sell	2,483 -113	-4%	-$35.9K	0.11%	179
2025 Q2	$828K	Buy	2,596 +732	+39%	+$206K	0.13%	160
2025 Q1	$501K	Buy	+1,864	New	+$551K	0.09%	223

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Brookwood Investment Group's AXP Position: Q2 2026 in Review

Brookwood Investment Group reduced its American Express (AXP) stake by 6.8% in Q2 2026, selling an estimated $57K and leaving 2,451 shares worth $829K. The position accounts for 0.09% of the portfolio, ranked #211.

Brookwood Investment Group first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $988K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Brookwood Investment Group held 2,451 shares of American Express worth $829K as of Q2 2026.
Brookwood Investment Group sold 178 American Express shares in Q2 2026, an estimated $57K.
American Express made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #211 holding.
Brookwood Investment Group first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's American Express position peaked at $988K in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.