Birch Hill Investment Advisors’s American Express AXP Stock Holding History

Birch Hill Investment Advisors’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	$761K	Sell	2,250 -31	-1%	-$9.93K	0.03%	131
2026 Q1	$690K	Hold	2,281	–	–	0.03%	130
2025 Q4	$844K	Buy	2,281 +31	+1%	+$11.1K	0.04%	119
2025 Q3	$747K	Hold	2,250	–	–	0.03%	128
2025 Q2	$718K	Hold	2,250	–	–	0.03%	127
2025 Q1	$605K	Hold	2,250	–	–	0.03%	131
2024 Q4	$668K	Hold	2,250	–	–	0.03%	126
2024 Q3	$610K	Hold	2,250	–	–	0.03%	128
2024 Q2	$521K	Hold	2,250	–	–	0.03%	133
2024 Q1	$512K	Sell	2,250 -109	-5%	-$22.6K	0.02%	128
2023 Q4	$442K	Sell	2,359 -200	-8%	-$32.2K	0.02%	125
2023 Q3	$382K	Hold	2,559	–	–	0.02%	129
2023 Q2	$446K	Hold	2,559	–	–	0.03%	118
2023 Q1	$422K	Sell	2,559 -3,000	-54%	-$498K	0.03%	124
2022 Q4	$821K	Buy	5,559 +109	+2%	+$16.2K	0.05%	98
2022 Q3	$735K	Sell	5,450 -134	-2%	-$20.3K	0.05%	98
2022 Q2	$774K	Hold	5,584	–	–	0.05%	100
2022 Q1	$1.04M	Hold	5,584	–	–	0.06%	99
2021 Q4	$914K	Hold	5,584	–	–	0.05%	101
2021 Q3	$935K	Buy	5,584 +134	+2%	+$22.4K	0.05%	100
2021 Q2	$901K	Hold	5,450	–	–	0.05%	98
2021 Q1	$771K	Hold	5,450	–	–	0.04%	102
2020 Q4	$659K	Sell	5,450 -1,500	-22%	-$166K	0.04%	102
2020 Q3	$697K	Hold	6,950	–	–	0.05%	97
2020 Q2	$662K	Buy	+6,950	New	+$640K	0.05%	92
2020 Q1	–	Sell	-2,250	Closed	-$280K	–	132
2019 Q4	$280K	Hold	2,250	–	–	0.02%	129
2019 Q3	$266K	Hold	2,250	–	–	0.02%	128
2019 Q2	$278K	Hold	2,250	–	–	0.02%	127
2019 Q1	$246K	Sell	2,250 -222	-9%	-$23.3K	0.02%	131
2018 Q4	$236K	Hold	2,472	–	–	0.02%	130
2018 Q3	$263K	Hold	2,472	–	–	0.02%	135
2018 Q2	$242K	Hold	2,472	–	–	0.02%	131
2018 Q1	$231K	Hold	2,472	–	–	0.02%	131
2017 Q4	$245K	Hold	2,472	–	–	0.02%	124
2017 Q3	$224K	Hold	2,472	–	–	0.02%	121
2017 Q2	$208K	Buy	+2,472	New	+$196K	0.02%	122
2016 Q1	–	Sell	-3,757	Closed	-$261K	–	128
2015 Q4	$261K	Buy	3,757 +285	+8%	+$20.7K	0.03%	121
2015 Q3	$257K	Hold	3,472	–	–	0.03%	121
2015 Q2	$270K	Hold	3,472	–	–	0.03%	124
2015 Q1	$271K	Hold	3,472	–	–	0.03%	124
2014 Q4	$323K	Sell	3,472 -110	-3%	-$9.86K	0.03%	118
2014 Q3	$314K	Buy	3,582 +110	+3%	+$9.9K	0.03%	117
2014 Q2	$329K	Hold	3,472	–	–	0.03%	114
2014 Q1	$313K	Hold	3,472	–	–	0.03%	117
2013 Q4	$315K	Hold	3,472	–	–	0.03%	121
2013 Q3	$262K	Buy	3,472 +222	+7%	+$16.7K	0.03%	124
2013 Q2	$243K	Buy	+3,250	New	+$231K	0.03%	124

Other funds holding AXP

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 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

Birch Hill Investment Advisors's AXP Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $9.93K and leaving 2,250 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #131.

Birch Hill Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.04M in Q1 2022. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Birch Hill Investment Advisors held 2,250 shares of American Express worth $761K as of Q2 2026.
Birch Hill Investment Advisors sold 31 American Express shares in Q2 2026, an estimated $9.93K.
American Express made up 0.03% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #131 holding.
Birch Hill Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
Birch Hill Investment Advisors's American Express position peaked at $1.04M in Q1 2022.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.