Stonebrook Private’s American Express AXP Stock Holding History

Stonebrook Private’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	$1.92M	Sell	5,662 -14	-0.2%	-$4.48K	0.35%	58
2026 Q1	$1.72M	Buy	5,676 +4	+0.1%	+$1.34K	0.37%	58
2025 Q4	$2.1M	Buy	5,672 +26	+0.5%	+$9.3K	0.44%	48
2025 Q3	$1.88M	Buy	5,646 +8	+0.1%	+$2.54K	0.41%	65
2025 Q2	$1.8M	Buy	5,638 +70	+1%	+$19.7K	0.42%	64
2025 Q1	$1.5M	Buy	5,568 +55	+1%	+$16.3K	0.39%	66
2024 Q4	$1.64M	Buy	5,513 +52	+1%	+$14.9K	0.43%	65
2024 Q3	$1.48M	Sell	5,461 -251	-4%	-$62.5K	0.39%	67
2024 Q2	$1.32M	Buy	5,712 +55	+1%	+$12.7K	0.38%	65
2024 Q1	$1.29M	Buy	5,657 +71	+1%	+$14.7K	0.38%	65
2023 Q4	$1.05M	Buy	+5,586	New	+$899K	0.35%	61

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

Stonebrook Private's AXP Position: Q2 2026 in Review

Stonebrook Private reduced its American Express (AXP) stake by 0.25% in Q2 2026, selling an estimated $4.48K and leaving 5,662 shares worth $1.92M. The position accounts for 0.35% of the portfolio, ranked #58.

Stonebrook Private first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Stonebrook Private held 5,662 shares of American Express worth $1.92M as of Q2 2026.
Stonebrook Private sold 14 American Express shares in Q2 2026, an estimated $4.48K.
American Express made up 0.35% of Stonebrook Private's portfolio in Q2 2026, its #58 holding.
Stonebrook Private first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Stonebrook Private's American Express position peaked at $2.1M in Q4 2025.
3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.