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 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

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

Brown, Lisle/Cummings's AXP Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its American Express (AXP) stake by 2.4% in Q1 2026, buying an estimated $14.8K and bringing the position to 1,893 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #139.

Brown, Lisle/Cummings first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $684K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Brown, Lisle/Cummings held 1,893 shares of American Express worth $573K as of Q1 2026.
Brown, Lisle/Cummings bought 44 American Express shares in Q1 2026, an estimated $14.8K.
American Express made up 0.14% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #139 holding.
Brown, Lisle/Cummings first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's American Express position peaked at $684K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.