Morton Brown Family Wealth’s American Express AXP Stock Holding History

Morton Brown Family Wealth’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	$1.69K	Buy	+5	New	+$1.6K	﹤0.01%	271
2025 Q4	–	Sell	-40	Closed	-$13.3K	–	297
2025 Q3	$13.3K	Sell	40 -8	-17%	-$2.54K	﹤0.01%	165
2025 Q2	$15.3K	Hold	48	–	–	﹤0.01%	165
2025 Q1	$12.9K	Buy	48 +8	+20%	+$2.37K	﹤0.01%	175
2024 Q4	$11.9K	Hold	40	–	–	﹤0.01%	164
2024 Q3	$10.8K	Buy	+40	New	+$9.96K	﹤0.01%	162
2023 Q2	–	Sell	-21	Closed	-$3.46K	–	187
2023 Q1	$3.46K	Buy	+21	New	+$3.48K	﹤0.01%	167
2022 Q1	–	Sell	-7	Closed	-$1K	–	150
2021 Q4	$1K	Buy	+7	New	+$1.19K	﹤0.01%	185

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morton Brown Family Wealth's AXP Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in American Express (AXP) in Q2 2026: 5 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in AXP as recently as Q3 2025.

Morton Brown Family Wealth first reported a position in AXP in Q4 2021 and has held it in 8 quarters since. The position peaked at $15.3K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Morton Brown Family Wealth held 5 shares of American Express worth $1.69K as of Q2 2026.
American Express was a new Morton Brown Family Wealth position in Q2 2026.
American Express made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #271 holding.
Morton Brown Family Wealth first reported a position in American Express in Q4 2021 and has held it in 8 quarters since.
Morton Brown Family Wealth's American Express position peaked at $15.3K in Q2 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.