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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
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

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Birchbrook's AXP Position: Q2 2026 in Review

Birchbrook held its American Express (AXP) position steady in Q2 2026 at 410 shares worth $139K. The position accounts for 0.07% of the portfolio, ranked #97.

Birchbrook first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $152K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Birchbrook held 410 shares of American Express worth $139K as of Q2 2026.
  • Birchbrook left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.07% of Birchbrook's portfolio in Q2 2026, its #97 holding.
  • Birchbrook first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's American Express position peaked at $152K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.