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Birchcreek Wealth Management’s American Express AXP Stock Holding History

Birchcreek Wealth Management’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
Q1 		$377K Buy
1,245
+49
+4% +$16.4K 0.18% 80
2025
Q4 		$442K Sell
1,196
-69
-5% -$24.7K 0.22% 74
2025
Q3 		$420K Sell
1,265
-23
-2% -$7.32K 0.22% 76
2025
Q2 		$411K Sell
1,288
-177
-12% -$49.8K 0.23% 73
2025
Q1 		$394K Sell
1,465
-105
-7% -$31K 0.25% 73
2024
Q4 		$466K Sell
1,570
-202
-11% -$58K 0.29% 69
2024
Q3 		$481K Buy
1,772
+91
+5% +$22.7K 0.31% 64
2024
Q2 		$389K Buy
1,681
+57
+4% +$13.2K 0.22% 93
2024
Q1 		$370K Buy
1,624
+256
+19% +$53.1K 0.19% 104
2023
Q4 		$256K Buy
+1,368
New +$220K 0.15% 116
2021
Q1 		– Sell
-699
Closed -$84K – 122
2020
Q4 		$84K Buy
+699
New +$77.4K 0.08% 161

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Birchcreek Wealth Management's AXP Position: Q1 2026 in Review

Birchcreek Wealth Management increased its American Express (AXP) stake by 4.1% in Q1 2026, buying an estimated $16.4K and bringing the position to 1,245 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #80.

Birchcreek Wealth Management first reported a position in AXP in Q4 2020 and has held it in 11 quarters since. The position peaked at $481K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Birchcreek Wealth Management held 1,245 shares of American Express worth $377K as of Q1 2026.
  • Birchcreek Wealth Management bought 49 American Express shares in Q1 2026, an estimated $16.4K.
  • American Express made up 0.18% of Birchcreek Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Birchcreek Wealth Management first reported a position in American Express in Q4 2020 and has held it in 11 quarters since.
  • Birchcreek Wealth Management's American Express position peaked at $481K in Q3 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.