Birch Financial Group’s American Express AXP Stock Holding History

Birch Financial Group’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	$21M	Sell	62,109 -613	-1%	-$196K	10.8%	1
2026 Q1	$19M	Buy	62,722 +702	+1%	+$235K	11.08%	1
2025 Q4	$22.9M	Buy	62,020 +3	+0%	+$1.07K	13.08%	1
2025 Q3	$20.6M	Buy	62,017 +32,637	+111%	+$10.4M	12.13%	1
2025 Q2	$9.37M	Buy	29,380 +148	+0.5%	+$41.7K	7.49%	2
2025 Q1	$7.86M	Buy	29,232 +199	+0.7%	+$58.8K	7.01%	2
2024 Q4	$8.62M	Buy	+29,033	New	+$8.34M	9.7%	2

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Birch Financial Group's AXP Position: Q2 2026 in Review

Birch Financial Group reduced its American Express (AXP) stake by 0.98% in Q2 2026, selling an estimated $196K and leaving 62,109 shares worth $21M. The position accounts for 10.8% of the portfolio, ranked #1.

Birch Financial Group first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9M in Q4 2025. 719 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Birch Financial Group held 62,109 shares of American Express worth $21M as of Q2 2026.
Birch Financial Group sold 613 American Express shares in Q2 2026, an estimated $196K.
American Express made up 10.8% of Birch Financial Group's portfolio in Q2 2026, its #1 holding.
Birch Financial Group first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's American Express position peaked at $22.9M in Q4 2025.
719 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.