Baron Silver Stevens Financial Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$385K Buy
1,137
+29
+3% +$9.29K 0.05% 101
2026
Q1
$335K Sell
1,108
-337
-23% -$113K 0.05% 98
2025
Q4
$535K Sell
1,445
-154
-10% -$55.1K 0.08% 82
2025
Q3
$531K Hold
1,599
0.08% 81
2025
Q2
$510K Buy
1,599
+175
+12% +$49.3K 0.08% 78
2025
Q1
$383K Buy
1,424
+50
+4% +$14.8K 0.07% 82
2024
Q4
$408K Buy
1,374
+200
+17% +$57.5K 0.07% 79
2024
Q3
$318K Hold
1,174
0.06% 90
2024
Q2
$272K Sell
1,174
-133
-10% -$30.8K 0.05% 95
2024
Q1
$298K Buy
+1,307
New +$271K 0.06% 92
2021
Q1
Sell
-245
Closed -$29K 81
2020
Q4
$29K Buy
+245
New +$27.1K 0.01% 170

Other funds holding AXP

Baron Silver Stevens Financial Advisors's AXP Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its American Express (AXP) stake by 2.6% in Q2 2026, buying an estimated $9.29K and bringing the position to 1,137 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #101.

Baron Silver Stevens Financial Advisors first reported a position in AXP in Q4 2020 and has held it in 11 quarters since. The position peaked at $535K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 1,137 shares of American Express worth $385K as of Q2 2026.
  • Baron Silver Stevens Financial Advisors bought 29 American Express shares in Q2 2026, an estimated $9.29K.
  • American Express made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in American Express in Q4 2020 and has held it in 11 quarters since.
  • Baron Silver Stevens Financial Advisors's American Express position peaked at $535K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.