Barnes Dennig Private Wealth Management
AXP icon

Barnes Dennig Private Wealth Management’s American Express AXP Stock Holding History

Barnes Dennig Private Wealth Management’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 		$2.13K Hold
7
– – ﹤0.01% 299
2026
Q2 		$2.37K Buy
+7
New +$2.24K ﹤0.01% 290
2026
Q1 		– Sell
-387
Closed -$143K – 309
2025
Q4 		$143K Buy
+387
New +$138K 0.14% 88
2025
Q3 		– Sell
-41
Closed -$13.1K – 299
2025
Q2 		$13.1K Buy
+41
New +$11.5K 0.02% 186

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Barnes Dennig Private Wealth Management's AXP Position: Q3 2026 in Review

Barnes Dennig Private Wealth Management held its American Express (AXP) position steady in Q3 2026 at 7 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Barnes Dennig Private Wealth Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $143K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Barnes Dennig Private Wealth Management held 7 shares of American Express worth $2.13K as of Q3 2026.
  • Barnes Dennig Private Wealth Management left its American Express share count unchanged in Q3 2026.
  • American Express made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Barnes Dennig Private Wealth Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Barnes Dennig Private Wealth Management's American Express position peaked at $143K in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.