Brucke Financial’s American Express AXP Stock Holding History

Brucke Financial’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	$532K	Sell	1,574 -202	-11%	-$64.7K	0.24%	77
2026 Q1	$537K	Sell	1,776 -645	-27%	-$216K	0.27%	70
2025 Q4	$896K	Sell	2,421 -172	-7%	-$61.5K	0.49%	39
2025 Q3	$935K	Sell	2,593 -478	-16%	-$152K	0.55%	35
2025 Q2	$980K	Sell	3,071 -243	-7%	-$68.4K	0.68%	29
2025 Q1	$883K	Buy	3,314 +207	+7%	+$61.2K	0.77%	29
2024 Q4	$986K	Buy	+3,107	New	+$893K	0.85%	28

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Brucke Financial's AXP Position: Q2 2026 in Review

Brucke Financial reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $64.7K and leaving 1,574 shares worth $532K. The position accounts for 0.24% of the portfolio, ranked #77.

Brucke Financial first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $986K in Q4 2024. 1,175 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Brucke Financial held 1,574 shares of American Express worth $532K as of Q2 2026.
Brucke Financial sold 202 American Express shares in Q2 2026, an estimated $64.7K.
American Express made up 0.24% of Brucke Financial's portfolio in Q2 2026, its #77 holding.
Brucke Financial first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Brucke Financial's American Express position peaked at $986K in Q4 2024.
1,175 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.