Baldwin Wealth Partners
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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
Q3 		$202K Hold
664
– – 0.01% 228
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 		$9.8K Hold
66
– – ﹤0.01% 580
2023
Q2 		$11.5K Hold
66
– – ﹤0.01% 584
2023
Q1 		$10.9K Buy
66
+58
+725% +$9.6K ﹤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 		$2.14M Sell
23,824
-267
-1% -$23.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Baldwin Wealth Partners's AXP Position: Q3 2026 in Review

Baldwin Wealth Partners held its American Express (AXP) position steady in Q3 2026 at 664 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #228.

Baldwin Wealth Partners first reported a position in AXP in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.28M in Q2 2014. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Baldwin Wealth Partners held 664 shares of American Express worth $202K as of Q3 2026.
  • Baldwin Wealth Partners left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #228 holding.
  • Baldwin Wealth Partners first reported a position in American Express in Q2 2013 and has held it in 22 quarters since.
  • Baldwin Wealth Partners's American Express position peaked at $2.28M in Q2 2014.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.