Baker Tilly Wealth Management’s American Express AXP Stock Holding History

Baker Tilly Wealth Management’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	$1.02M	Buy	3,027 +8	+0.3%	+$2.56K	0.22%	87
2026 Q1	$913K	Sell	3,019 -139	-4%	-$46.6K	0.22%	94
2025 Q4	$1.17M	Buy	3,158 +429	+16%	+$154K	0.29%	62
2025 Q3	$907K	Buy	2,729 +1,912	+234%	+$608K	0.2%	97
2025 Q2	$261K	Buy	+817	New	+$230K	0.09%	204
2025 Q1	–	Sell	-736	Closed	-$218K	–	241
2024 Q4	$218K	Sell	736 -13	-2%	-$3.73K	0.09%	221
2024 Q3	$203K	Sell	749 -267	-26%	-$66.5K	0.09%	229
2024 Q2	$235K	Sell	1,016 -3,386	-77%	-$784K	0.1%	237
2024 Q1	$1M	Sell	4,402 -345	-7%	-$71.5K	0.18%	124
2023 Q4	$889K	Sell	4,747 -370	-7%	-$59.6K	0.15%	150
2023 Q3	$763K	Sell	5,117 -1,618	-24%	-$265K	0.13%	164
2023 Q2	$1.17M	Buy	6,735 +360	+6%	+$58.1K	0.12%	181
2023 Q1	$1.05M	Buy	6,375 +746	+13%	+$124K	0.12%	189
2022 Q4	$832K	Sell	5,629 -109	-2%	-$16.2K	0.1%	225
2022 Q3	$774K	Buy	5,738 +329	+6%	+$49.8K	0.11%	210
2022 Q2	$750K	Sell	5,409 -380	-7%	-$62.8K	0.1%	219
2022 Q1	$1.08M	Buy	5,789 +376	+7%	+$67.9K	0.12%	182
2021 Q4	$886K	Buy	5,413 +169	+3%	+$28.8K	0.1%	230
2021 Q3	$879K	Buy	5,244 +286	+6%	+$47.8K	0.12%	189
2021 Q2	$819K	Buy	4,958 +328	+7%	+$51.4K	0.13%	175
2021 Q1	$655K	Buy	4,630 +1,647	+55%	+$218K	0.13%	192
2020 Q4	$361K	Buy	+2,983	New	+$330K	0.11%	201

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Baker Tilly Wealth Management's AXP Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its American Express (AXP) stake by 0.26% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,027 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #87.

Baker Tilly Wealth Management first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q2 2023. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Baker Tilly Wealth Management held 3,027 shares of American Express worth $1.02M as of Q2 2026.
Baker Tilly Wealth Management bought 8 American Express shares in Q2 2026, an estimated $2.56K.
American Express made up 0.22% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #87 holding.
Baker Tilly Wealth Management first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Baker Tilly Wealth Management's American Express position peaked at $1.17M in Q2 2023.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.