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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stonebrook Private's AXP Position: Q1 2026 in Review

Stonebrook Private increased its American Express (AXP) stake by 0.07% in Q1 2026, buying an estimated $1.34K and bringing the position to 5,676 shares worth $1.72M. The position accounts for 0.37% of the portfolio, ranked #58.

Stonebrook Private first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Stonebrook Private held 5,676 shares of American Express worth $1.72M as of Q1 2026.
Stonebrook Private bought 4 American Express shares in Q1 2026, an estimated $1.34K.
American Express made up 0.37% of Stonebrook Private's portfolio in Q1 2026, its #58 holding.
Stonebrook Private first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's American Express position peaked at $2.1M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.