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Brady Martz Wealth Solutions, LLC

SEC CIK
0002049470
Latest filing
Jul 23, 2026

AXP holding history

American Express Co in every 13F filed by Brady Martz Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
2,007
Value
$678.9K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of AXP by Brady Martz Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,007$678.9K0.1%+601+42.7%AddedHolders
Q1 20261,406$425.3K0.1%−129−8.4%ReducedHolders
Q4 20251,535$568.0K0.1%−198−11.4%ReducedHolders
Q3 20251,733$575.7K0.1%−66−3.7%ReducedHolders
Q2 20251,799$573.9K0.1%+1+0.1%AddedHolders
Q1 20251,798$483.8K0.1%+1+0.1%AddedHolders
Q4 20241,797$539.8K0.1%–No prior filingHolders