Baldwin Investment Management’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 | $2.23M | Sell |
6,601
-259
| -4% | -$82.9K | 0.22% | 71 |
|
|
2026
Q1 | $2.08M | Hold |
6,860
| – | – | 0.24% | 53 |
|
|
2025
Q4 | $2.54M | Sell |
6,860
-77
| -1% | -$27.6K | 0.29% | 47 |
|
|
2025
Q3 | $2.3M | Buy |
6,937
+150
| +2% | +$47.7K | 0.26% | 53 |
|
|
2025
Q2 | $2.16M | Buy |
6,787
+100
| +1% | +$28.1K | 0.26% | 57 |
|
|
2025
Q1 | $1.8M | Buy |
6,687
+2,050
| +44% | +$606K | 0.22% | 59 |
|
|
2024
Q4 | $1.38M | Buy |
4,637
+427
| +10% | +$123K | 0.18% | 74 |
|
|
2024
Q3 | $1.14M | Buy |
4,210
+100
| +2% | +$24.9K | 0.14% | 99 |
|
|
2024
Q2 | $952K | Hold |
4,110
| – | – | 0.13% | 111 |
|
|
2024
Q1 | $936K | Hold |
4,110
| – | – | 0.13% | 113 |
|
|
2023
Q4 | $770K | Hold |
4,110
| – | – | 0.12% | 110 |
|
|
2023
Q3 | $613K | Hold |
4,110
| – | – | 0.1% | 125 |
|
|
2023
Q2 | $716K | Hold |
4,110
| – | – | 0.12% | 115 |
|
|
2023
Q1 | $678K | Buy |
4,110
+80
| +2% | +$13.3K | 0.12% | 120 |
|
|
2022
Q4 | $595K | Buy |
4,030
+10
| +0.2% | +$1.48K | 0.11% | 125 |
|
|
2022
Q3 | $542K | Buy |
4,020
+19
| +0.5% | +$2.88K | 0.11% | 124 |
|
|
2022
Q2 | $555K | Buy |
4,001
+21
| +0.5% | +$3.47K | 0.11% | 134 |
|
|
2022
Q1 | $744K | Hold |
3,980
| – | – | 0.11% | 125 |
|
|
2021
Q4 | $651K | Buy |
3,980
+20
| +0.5% | +$3.41K | 0.1% | 139 |
|
|
2021
Q3 | $663K | Hold |
3,960
| – | – | 0.12% | 130 |
|
|
2021
Q2 | $654K | Sell |
3,960
-250
| -6% | -$39.2K | 0.11% | 130 |
|
|
2021
Q1 | $595K | Buy |
4,210
+275
| +7% | +$36.3K | 0.11% | 134 |
|
|
2020
Q4 | $476K | Buy |
3,935
+1,070
| +37% | +$119K | 0.09% | 147 |
|
|
2020
Q3 | $287K | Buy |
+2,865
| New | +$282K | 0.07% | 163 |
|
|
2020
Q1 | – | Sell |
-1,760
| Closed | -$219K | – | 146 |
|
|
2019
Q4 | $219K | Hold |
1,760
| – | – | 0.06% | 161 |
|
|
2019
Q3 | $208K | Buy |
+1,760
| New | +$216K | 0.06% | 162 |
|
|
2015
Q2 | – | Sell |
-5,340
| Closed | -$417K | – | 133 |
|
|
2015
Q1 | $417K | Buy |
5,340
+400
| +8% | +$33.2K | 0.17% | 89 |
|
|
2014
Q4 | $460K | Buy |
4,940
+335
| +7% | +$30K | 0.18% | 83 |
|
|
2014
Q3 | $403K | Hold |
4,605
| – | – | 0.17% | 89 |
|
|
2014
Q2 | $437K | Hold |
4,605
| – | – | 0.19% | 86 |
|
|
2014
Q1 | $415K | Buy |
4,605
+1,575
| +52% | +$141K | 0.18% | 87 |
|
|
2013
Q4 | $275K | Hold |
3,030
| – | – | 0.12% | 111 |
|
|
2013
Q3 | $229K | Hold |
3,030
| – | – | 0.11% | 119 |
|
|
2013
Q2 | $227K | Buy |
+3,030
| New | +$216K | 0.11% | 112 |
|
Other funds holding AXP
Baldwin Investment Management's AXP Position: Q2 2026 in Review
Baldwin Investment Management reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $82.9K and leaving 6,601 shares worth $2.23M. The position accounts for 0.22% of the portfolio, ranked #71.
Baldwin Investment Management first reported a position in AXP in Q2 2013 and has held it in 34 quarters since. The position peaked at $2.54M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Baldwin Investment Management held 6,601 shares of American Express worth $2.23M as of Q2 2026.
- Baldwin Investment Management sold 259 American Express shares in Q2 2026, an estimated $82.9K.
- American Express made up 0.22% of Baldwin Investment Management's portfolio in Q2 2026, its #71 holding.
- Baldwin Investment Management first reported a position in American Express in Q2 2013 and has held it in 34 quarters since.
- Baldwin Investment Management's American Express position peaked at $2.54M in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.