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Baldwin Wealth Partners’s American Express AXP Stock Holding History

Baldwin Wealth Partners’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 		$225K Sell
664
-8
-1% -$2.56K 0.01% 217
2026
Q1 		$203K Buy
+672
New +$225K 0.01% 216
2024
Q4 		– Sell
-8
Closed -$2.17K – 292
2024
Q3 		$2.17K Sell
8
-27
-77% -$6.72K ﹤0.01% 942
2024
Q2 		$8.1K Buy
35
+27
+338% +$6.25K ﹤0.01% 558
2024
Q1 		$1.82K Sell
8
-147
-95% -$30.5K ﹤0.01% 648
2023
Q4 		$29K Buy
155
+89
+135% +$14.3K ﹤0.01% 451
2023
Q3 		$9.85K Hold
66
– – ﹤0.01% 580
2023
Q2 		$11.5K Hold
66
– – ﹤0.01% 584
2023
Q1 		$10.9K Buy
66
+58
+725% +$9.62K ﹤0.01% 610
2022
Q4 		$1.18K Sell
8
-103
-93% -$15.3K ﹤0.01% 732
2022
Q3 		$15K Buy
111
+83
+296% +$12.6K ﹤0.01% 468
2022
Q2 		$4K Hold
28
– – ﹤0.01% 598
2022
Q1 		$5K Buy
+28
New +$5.06K ﹤0.01% 585
2016
Q3 		– Sell
-1,499
Closed -$91K – 537
2016
Q2 		$91K Sell
1,499
-560
-27% -$35.5K 0.02% 215
2016
Q1 		$126K Buy
+2,059
New +$120K 0.02% 217
2014
Q4 		– Sell
-5,948
Closed -$521K – 254
2014
Q3 		$521K Sell
5,948
-18,059
-75% -$1.63M 0.07% 182
2014
Q2 		$2.28M Buy
24,007
+183
+0.8% +$16.5K 0.34% 69
2014
Q1 		$2.15M Sell
23,824
-267
-1% -$23.9K 0.34% 64
2013
Q4 		$2.19M Buy
24,091
+787
+3% +$64.7K 0.35% 73
2013
Q3 		$1.76M Sell
23,304
-967
-4% -$72.7K 0.32% 77
2013
Q2 		$1.81M Buy
+24,271
New +$1.73M 0.36% 77

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Baldwin Wealth Partners's AXP Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its American Express (AXP) stake by 1.2% in Q2 2026, selling an estimated $2.56K and leaving 664 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #217.

Baldwin Wealth Partners first reported a position in AXP in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.28M in Q2 2014. 1,376 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Baldwin Wealth Partners held 664 shares of American Express worth $225K as of Q2 2026.
  • Baldwin Wealth Partners sold 8 American Express shares in Q2 2026, an estimated $2.56K.
  • American Express made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Baldwin Wealth Partners first reported a position in American Express in Q2 2013 and has held it in 21 quarters since.
  • Baldwin Wealth Partners's American Express position peaked at $2.28M in Q2 2014.
  • 1,376 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.