Brown Miller Wealth Management’s American Express AXP Stock Holding History

Brown Miller Wealth 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
2026 Q3	$499K	Hold	1,640	–	–	0.12%	120
2026 Q2	$555K	Hold	1,640	–	–	0.14%	116
2026 Q1	$496K	Hold	1,640	–	–	0.14%	123
2025 Q4	$607K	Sell	1,640 -6	-0.4%	-$2.15K	0.17%	96
2025 Q3	$547K	Buy	1,646 +6	+0.4%	+$1.91K	0.16%	101
2025 Q2	$523K	Hold	1,640	–	–	0.16%	102
2025 Q1	$441K	Buy	1,640 +820	+100%	+$242K	0.15%	111
2024 Q4	$243K	Buy	+820	New	+$236K	0.09%	111

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Brown Miller Wealth Management's AXP Position: Q3 2026 in Review

Brown Miller Wealth Management held its American Express (AXP) position steady in Q3 2026 at 1,640 shares worth $499K. The position accounts for 0.12% of the portfolio, ranked #120.

Brown Miller Wealth Management first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $607K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Brown Miller Wealth Management held 1,640 shares of American Express worth $499K as of Q3 2026.
Brown Miller Wealth Management left its American Express share count unchanged in Q3 2026.
American Express made up 0.12% of Brown Miller Wealth Management's portfolio in Q3 2026, its #120 holding.
Brown Miller Wealth Management first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Brown Miller Wealth Management's American Express position peaked at $607K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Brown Miller Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.