Barton Investment Management’s American Express AXP Stock Holding History

Barton Investment 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	$494K	Sell	1,460 -65	-4%	-$20.8K	0.07%	44
2026 Q1	$461K	Sell	1,525 -19	-1%	-$6.37K	0.06%	43
2025 Q4	$571K	Sell	1,544 -191	-11%	-$68.3K	0.06%	40
2025 Q3	$576K	Hold	1,735	–	–	0.06%	39
2025 Q2	$553K	Hold	1,735	–	–	0.06%	38
2025 Q1	$467K	Hold	1,735	–	–	0.06%	37
2024 Q4	$515K	Sell	1,735 -165	-9%	-$47.4K	0.05%	36
2024 Q3	$515K	Hold	1,900	–	–	0.06%	37
2024 Q2	$440K	Hold	1,900	–	–	0.06%	36
2024 Q1	$433K	Hold	1,900	–	–	0.05%	37
2023 Q4	$356K	Hold	1,900	–	–	0.05%	38
2023 Q3	$283K	Hold	1,900	–	–	0.05%	40
2023 Q2	$331K	Hold	1,900	–	–	0.05%	37
2023 Q1	$313K	Hold	1,900	–	–	0.06%	39
2022 Q4	$281K	Sell	1,900 -1,460	-43%	-$216K	0.06%	42
2022 Q3	$453K	Hold	3,360	–	–	0.09%	35
2022 Q2	$466K	Hold	3,360	–	–	0.09%	35
2022 Q1	$628K	Sell	3,360 -140	-4%	-$25.3K	0.08%	33
2021 Q4	$573K	Hold	3,500	–	–	0.05%	34
2021 Q3	$586K	Hold	3,500	–	–	0.05%	32
2021 Q2	$578K	Sell	3,500 -125	-3%	-$19.6K	0.05%	33
2021 Q1	$513K	Sell	3,625 -160	-4%	-$21.1K	0.05%	34
2020 Q4	$458K	Sell	3,785 -85	-2%	-$9.41K	0.04%	36
2020 Q3	$387K	Hold	3,870	–	–	0.04%	36
2020 Q2	$368K	Hold	3,870	–	–	0.04%	36
2020 Q1	$331K	Hold	3,870	–	–	0.05%	36
2019 Q4	$482K	Hold	3,870	–	–	0.07%	35
2019 Q3	$458K	Hold	3,870	–	–	0.08%	33
2019 Q2	$478K	Sell	3,870 -155	-4%	-$18.2K	0.07%	33
2019 Q1	$440K	Hold	4,025	–	–	0.07%	34
2018 Q4	$384K	Hold	4,025	–	–	0.08%	35
2018 Q3	$428K	Hold	4,025	–	–	0.07%	34
2018 Q2	$394K	Hold	4,025	–	–	0.06%	36
2018 Q1	$375K	Sell	4,025 -4,170	-51%	-$404K	0.07%	36
2017 Q4	$814K	Sell	8,195 -15,267	-65%	-$1.45M	0.18%	25
2017 Q3	$2.12M	Hold	23,462	–	–	0.5%	18
2017 Q2	$1.98M	Sell	23,462 -105	-0.4%	-$8.31K	0.52%	18
2017 Q1	$1.86M	Sell	23,567 -500	-2%	-$39.1K	0.54%	19
2016 Q4	$1.78M	Sell	24,067 -500	-2%	-$34.6K	0.59%	19
2016 Q3	$1.57M	Sell	24,567 -230	-0.9%	-$14.8K	0.53%	18
2016 Q2	$1.51M	Sell	24,797 -72,354	-74%	-$4.58M	0.55%	17
2016 Q1	$5.96M	Buy	97,151 +65,175	+204%	+$3.79M	1.64%	12
2015 Q4	$2.22M	Hold	31,976	–	–	0.73%	18
2015 Q3	$2.37M	Sell	31,976 -1,200	-4%	-$92.3K	0.86%	17
2015 Q2	$2.58M	Sell	33,176 -350	-1%	-$27.8K	0.91%	15
2015 Q1	$2.62M	Sell	33,526 -130	-0.4%	-$10.8K	0.97%	15
2014 Q4	$3.13M	Hold	33,656	–	–	1.2%	15
2014 Q3	$2.95M	Sell	33,656 -790	-2%	-$71.1K	1.13%	14
2014 Q2	$3.27M	Sell	34,446 -150	-0.4%	-$13.5K	1.28%	15
2014 Q1	$3.12M	Sell	34,596 -874	-2%	-$78.1K	1.27%	15
2013 Q4	$3.22M	Sell	35,470 -284	-0.8%	-$23.3K	1.29%	14
2013 Q3	$2.7M	Sell	35,754 -1,000	-3%	-$75.2K	1.22%	14
2013 Q2	$2.75M	Buy	+36,754	New	+$2.61M	1.42%	14

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Barton Investment Management's AXP Position: Q2 2026 in Review

Barton Investment Management reduced its American Express (AXP) stake by 4.3% in Q2 2026, selling an estimated $20.8K and leaving 1,460 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #44.

Barton Investment Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.96M in Q1 2016. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Barton Investment Management held 1,460 shares of American Express worth $494K as of Q2 2026.
Barton Investment Management sold 65 American Express shares in Q2 2026, an estimated $20.8K.
American Express made up 0.07% of Barton Investment Management's portfolio in Q2 2026, its #44 holding.
Barton Investment Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's American Express position peaked at $5.96M in Q1 2016.
591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.