Barlow Wealth Partners’s American Express AXP Stock Holding History

Barlow 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	$301K	Hold	896	–	–	0.03%	121
2026 Q1	$297K	Hold	896	–	–	0.03%	112
2025 Q4	$337K	Hold	896	–	–	0.04%	100
2025 Q3	$315K	Hold	896	–	–	0.04%	103
2025 Q2	$292K	Hold	896	–	–	0.03%	105
2025 Q1	$237K	Hold	896	–	–	0.03%	119
2024 Q4	$280K	Hold	896	–	–	0.04%	110
2024 Q3	$245K	Buy	896 +1	+0.1%	+$249	0.03%	138
2024 Q2	$216K	Buy	+895	New	+$207K	0.03%	144

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Barlow Wealth Partners held its American Express (AXP) position steady in Q2 2026 at 896 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #121.

Barlow Wealth Partners first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $337K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Barlow Wealth Partners held 896 shares of American Express worth $301K as of Q2 2026.
Barlow Wealth Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #121 holding.
Barlow Wealth Partners first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Barlow Wealth Partners's American Express position peaked at $337K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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