O'Brien Greene & Co’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Sell
675
-542
-45% -$174K 0.06% 130
2026
Q1
$368K Sell
1,217
-28
-2% -$9.39K 0.1% 104
2025
Q4
$461K Buy
1,245
+570
+84% +$204K 0.14% 93
2025
Q3
$224K Sell
675
-20
-3% -$6.36K 0.07% 119
2025
Q2
$222K Buy
+695
New +$196K 0.07% 120
2025
Q1
Sell
-721
Closed -$214K 136
2024
Q4
$214K Buy
+721
New +$207K 0.07% 124

Other funds holding AXP

O'Brien Greene & Co's AXP Position: Q2 2026 in Review

O'Brien Greene & Co reduced its American Express (AXP) stake by 45% in Q2 2026, selling an estimated $174K and leaving 675 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #130.

O'Brien Greene & Co first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • O'Brien Greene & Co held 675 shares of American Express worth $228K as of Q2 2026.
  • O'Brien Greene & Co sold 542 American Express shares in Q2 2026, an estimated $174K.
  • American Express made up 0.06% of O'Brien Greene & Co's portfolio in Q2 2026, its #130 holding.
  • O'Brien Greene & Co first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • O'Brien Greene & Co's American Express position peaked at $461K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.