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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Barnes Dennig Private Wealth Management's AXP Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in American Express (AXP) in Q2 2026: 7 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in AXP as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in AXP in Q2 2025 and has held it in 3 quarters since. The position peaked at $143K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 7 shares of American Express worth $2.37K as of Q2 2026.
  • American Express was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • American Express made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Barnes Dennig Private Wealth Management first reported a position in American Express in Q2 2025 and has held it in 3 quarters since.
  • Barnes Dennig Private Wealth Management's American Express position peaked at $143K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.