Birchbrook’s American Express AXP Stock Holding History

Birchbrook’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	$125K	Hold	410	–	–	0.06%	97
2026 Q2	$139K	Hold	410	–	–	0.07%	97
2026 Q1	$124K	Hold	410	–	–	0.06%	96
2025 Q4	$152K	Hold	410	–	–	0.08%	89
2025 Q3	$136K	Hold	410	–	–	0.07%	90
2025 Q2	$131K	Hold	410	–	–	0.07%	92
2025 Q1	$110K	Hold	410	–	–	0.06%	93
2024 Q4	$122K	Sell	410 -82	-17%	-$23.6K	0.07%	88
2024 Q3	$133K	Hold	492	–	–	0.07%	85
2024 Q2	$114K	Hold	492	–	–	0.07%	88
2024 Q1	$112K	Sell	492 -42	-8%	-$8.71K	0.07%	88
2023 Q4	$100K	Buy	+534	New	+$86K	0.07%	93

Other funds holding AXP

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

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Birchbrook's AXP Position: Q3 2026 in Review

Birchbrook held its American Express (AXP) position steady in Q3 2026 at 410 shares worth $125K. The position accounts for 0.06% of the portfolio, ranked #97.

Birchbrook first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $152K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Birchbrook held 410 shares of American Express worth $125K as of Q3 2026.
Birchbrook left its American Express share count unchanged in Q3 2026.
American Express made up 0.06% of Birchbrook's portfolio in Q3 2026, its #97 holding.
Birchbrook first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Birchbrook's American Express position peaked at $152K in Q4 2025.
1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.