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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
Q2 		$421K Hold
1,245
– – 0.16% 88
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Birchcreek Wealth Management's AXP Position: Q2 2026 in Review

Birchcreek Wealth Management held its American Express (AXP) position steady in Q2 2026 at 1,245 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #88.

Birchcreek Wealth Management first reported a position in AXP in Q4 2020 and has held it in 12 quarters since. The position peaked at $481K in Q3 2024. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Birchcreek Wealth Management held 1,245 shares of American Express worth $421K as of Q2 2026.
  • Birchcreek Wealth Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.16% of Birchcreek Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Birchcreek Wealth Management first reported a position in American Express in Q4 2020 and has held it in 12 quarters since.
  • Birchcreek Wealth Management's American Express position peaked at $481K in Q3 2024.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.