Brown, Lisle/Cummings’s American Express AXP Stock Holding History

Brown, Lisle/Cummings’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	$570K	Hold	1,876	–	–	0.13%	147
2026 Q2	$635K	Sell	1,876 -17	-0.9%	-$5.44K	0.14%	143
2026 Q1	$573K	Buy	1,893 +44	+2%	+$14.8K	0.14%	139
2025 Q4	$684K	Sell	1,849 -75	-4%	-$26.8K	0.17%	123
2025 Q3	$639K	Sell	1,924 -125	-6%	-$39.8K	0.16%	124
2025 Q2	$654K	Hold	2,049	–	–	0.17%	119
2025 Q1	$551K	Buy	2,049 +2	+0.1%	+$591	0.16%	132
2024 Q4	$608K	Hold	2,047	–	–	0.18%	123
2024 Q3	$555K	Hold	2,047	–	–	0.17%	124
2024 Q2	$474K	Hold	2,047	–	–	0.15%	138
2024 Q1	$466K	Hold	2,047	–	–	0.16%	137
2023 Q4	$383K	Hold	2,047	–	–	0.14%	144
2023 Q3	$305K	Hold	2,047	–	–	0.14%	142
2023 Q2	$357K	Buy	2,047 +172	+9%	+$27.8K	0.16%	134
2023 Q1	$309K	Hold	1,875	–	–	0.16%	133
2022 Q4	$277K	Hold	1,875	–	–	0.15%	131
2022 Q3	$253K	Hold	1,875	–	–	0.15%	131
2022 Q2	$260K	Hold	1,875	–	–	0.14%	135
2022 Q1	$351K	Hold	1,875	–	–	0.17%	125
2021 Q4	$307K	Buy	+1,875	New	+$320K	0.15%	133

Other funds holding AXP

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Brown, Lisle/Cummings's AXP Position: Q3 2026 in Review

Brown, Lisle/Cummings held its American Express (AXP) position steady in Q3 2026 at 1,876 shares worth $570K. The position accounts for 0.13% of the portfolio, ranked #147.

Brown, Lisle/Cummings first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $684K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Brown, Lisle/Cummings held 1,876 shares of American Express worth $570K as of Q3 2026.
Brown, Lisle/Cummings left its American Express share count unchanged in Q3 2026.
American Express made up 0.13% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #147 holding.
Brown, Lisle/Cummings first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
Brown, Lisle/Cummings's American Express position peaked at $684K in Q4 2025.
1,027 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.