Bank Julius Baer & Co
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Bank Julius Baer & Co’s American Express AXP Stock Holding History

Bank Julius Baer & Co’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 		$800K Buy
2,646
+1,420
+116% +$476K ﹤0.01% 397
2025
Q4 		$454K Sell
1,226
-5,435
-82% -$1.94M ﹤0.01% 431
2025
Q3 		$2.21M Buy
6,661
+6,341
+1,982% +$2.02M 0.01% 317
2025
Q2 		$102K Hold
320
– – ﹤0.01% 496
2025
Q1 		$86.1K Sell
320
-86
-21% -$25.4K ﹤0.01% 496
2024
Q4 		$133K Buy
406
+28
+7% +$8.04K ﹤0.01% 448
2024
Q3 		$121K Sell
378
-1,480
-80% -$369K ﹤0.01% 422
2024
Q2 		$479K Sell
1,858
-910
-33% -$211K ﹤0.01% 277
2024
Q1 		$630K Sell
2,768
-3,080
-53% -$639K ﹤0.01% 295
2023
Q4 		$1.1M Sell
5,848
-5,437
-48% -$875K ﹤0.01% 276
2023
Q3 		$1.68M Sell
11,285
-1,412
-11% -$231K 0.01% 214
2023
Q2 		$2.21M Sell
12,697
-1,809
-12% -$292K 0.01% 208
2023
Q1 		$2.39M Buy
14,506
+2,330
+19% +$387K 0.02% 200
2022
Q4 		$1.8M Buy
12,176
+3,924
+48% +$581K 0.01% 213
2022
Q3 		$1.11M Sell
8,252
-4,092
-33% -$619K 0.01% 238
2022
Q2 		$1.71M Buy
12,344
+447
+4% +$73.8K 0.01% 225
2022
Q1 		$2.23M Sell
11,897
-7,897
-40% -$1.43M 0.01% 217
2021
Q4 		$3.24M Buy
19,794
+5,844
+42% +$997K 0.02% 228
2021
Q3 		$2.34M Hold
13,950
– – 0.01% 241
2021
Q2 		$2.31M Sell
13,950
-540
-4% -$84.6K 0.01% 266
2021
Q1 		$2.05M Sell
14,490
-1,199
-8% -$158K 0.02% 270
2020
Q4 		$1.9M Sell
15,689
-1,043
-6% -$116K 0.02% 260
2020
Q3 		$1.68M Buy
16,732
+852
+5% +$83.8K 0.02% 243
2020
Q2 		$1.51M Sell
15,880
-3,034
-16% -$279K 0.02% 226
2020
Q1 		$1.62M Buy
+18,914
New +$2.2M 0.04% 174

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank Julius Baer & Co's AXP Position: Q1 2026 in Review

Bank Julius Baer & Co increased its American Express (AXP) stake by 116% in Q1 2026, buying an estimated $476K and bringing the position to 2,646 shares worth $800K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Bank Julius Baer & Co first reported a position in AXP in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.24M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Bank Julius Baer & Co held 2,646 shares of American Express worth $800K as of Q1 2026.
  • Bank Julius Baer & Co bought 1,420 American Express shares in Q1 2026, an estimated $476K.
  • American Express made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #397 holding.
  • Bank Julius Baer & Co first reported a position in American Express in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's American Express position peaked at $3.24M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.