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Baron Wealth Management’s American Express AXP Stock Holding History

Baron 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 		$341K Buy
1,007
+11
+1% +$3.52K 0.09% 178
2026
Q1 		$301K Sell
996
-113
-10% -$37.9K 0.09% 181
2025
Q4 		$410K Buy
1,109
+286
+35% +$102K 0.13% 125
2025
Q3 		$273K Buy
823
+49
+6% +$15.6K 0.09% 174
2025
Q2 		$247K Buy
+774
New +$218K 0.09% 173
2024
Q4 		– Sell
-783
Closed -$212K – 198
2024
Q3 		$212K Buy
+783
New +$195K 0.1% 182

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Baron Wealth Management's AXP Position: Q2 2026 in Review

Baron Wealth Management increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $3.52K and bringing the position to 1,007 shares worth $341K. The position accounts for 0.09% of the portfolio, ranked #178.

Baron Wealth Management first reported a position in AXP in Q3 2024 and has held it in 6 quarters since. The position peaked at $410K in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Baron Wealth Management held 1,007 shares of American Express worth $341K as of Q2 2026.
  • Baron Wealth Management bought 11 American Express shares in Q2 2026, an estimated $3.52K.
  • American Express made up 0.09% of Baron Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Baron Wealth Management first reported a position in American Express in Q3 2024 and has held it in 6 quarters since.
  • Baron Wealth Management's American Express position peaked at $410K in Q4 2025.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.