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 Q3	$18.9M	Sell	62,094 -15	-0%	-$5.01K	8.83%	1
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Birch Financial Group's AXP Position: Q3 2026 in Review

Birch Financial Group reduced its American Express (AXP) stake by 0.02% in Q3 2026, selling an estimated $5.01K and leaving 62,094 shares worth $18.9M. The position accounts for 8.83% of the portfolio, ranked #1.

Birch Financial Group first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $22.9M in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Birch Financial Group held 62,094 shares of American Express worth $18.9M as of Q3 2026.
Birch Financial Group sold 15 American Express shares in Q3 2026, an estimated $5.01K.
American Express made up 8.83% of Birch Financial Group's portfolio in Q3 2026, its #1 holding.
Birch Financial Group first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
Birch Financial Group's American Express position peaked at $22.9M in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.