Baltimore-Washington Financial Advisors’s American Express AXP Stock Holding History

Baltimore-Washington Financial Advisors’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 Q1	$324K	Buy	1,070 +125	+13%	+$41.9K	0.01%	146
2025 Q4	$350K	Hold	945	–	–	0.01%	144
2025 Q3	$314K	Buy	945 +94	+11%	+$29.9K	0.01%	148
2025 Q2	$271K	Hold	851	–	–	0.01%	149
2025 Q1	$229K	Hold	851	–	–	0.01%	142
2024 Q4	$253K	Sell	851 -3	-0.4%	-$862	0.01%	133
2024 Q3	$232K	Buy	+854	New	+$213K	0.01%	134
2023 Q3	–	Sell	-1,262	Closed	-$220K	–	146
2023 Q2	$220K	Hold	1,262	–	–	0.02%	129
2023 Q1	$208K	Sell	1,262 -600	-32%	-$99.5K	0.02%	137
2022 Q4	$275K	Sell	1,862 -80	-4%	-$11.9K	0.03%	119
2022 Q3	$261K	Hold	1,942	–	–	0.02%	136
2022 Q2	$269K	Buy	1,942 +65	+3%	+$10.7K	0.03%	110
2022 Q1	$265K	Sell	1,877 -265	-12%	-$47.9K	0.03%	129
2021 Q4	$350K	Buy	2,142 +263	+14%	+$44.8K	0.03%	107
2021 Q3	$314K	Hold	1,879	–	–	0.03%	109
2021 Q2	$310K	Buy	1,879 +2	+0.1%	+$313	0.03%	106
2021 Q1	$265K	Buy	+1,877	New	+$248K	0.03%	111
2015 Q4	–	Sell	-31	Closed	-$2K	–	100
2015 Q3	$2K	Buy	31 +1	+3%	+$77	﹤0.01%	246
2015 Q2	$2K	Sell	30 -200	-87%	-$15.9K	﹤0.01%	209
2015 Q1	$18K	Hold	230	–	–	0.01%	184
2014 Q4	$21K	Sell	230 -25	-10%	-$2.24K	0.01%	171
2014 Q3	$22K	Hold	255	–	–	0.01%	171
2014 Q2	$24K	Hold	255	–	–	0.01%	199
2014 Q1	$23K	Hold	255	–	–	0.01%	170
2013 Q4	$23K	Hold	255	–	–	0.01%	198
2013 Q3	$19K	Hold	255	–	–	0.01%	156
2013 Q2	$19K	Buy	+255	New	+$18.1K	0.01%	139

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baltimore-Washington Financial Advisors's AXP Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its American Express (AXP) stake by 13% in Q1 2026, buying an estimated $41.9K and bringing the position to 1,070 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #146.

Baltimore-Washington Financial Advisors first reported a position in AXP in Q2 2013 and has held it in 27 quarters since. The position peaked at $350K in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Baltimore-Washington Financial Advisors held 1,070 shares of American Express worth $324K as of Q1 2026.
Baltimore-Washington Financial Advisors bought 125 American Express shares in Q1 2026, an estimated $41.9K.
American Express made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #146 holding.
Baltimore-Washington Financial Advisors first reported a position in American Express in Q2 2013 and has held it in 27 quarters since.
Baltimore-Washington Financial Advisors's American Express position peaked at $350K in Q4 2021.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.