Birnam Oak Advisors’s American Express AXP Stock Holding History

Birnam Oak 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 Q1	$302K	Buy	+1,000	New	+$335K	0.07%	34

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Birnam Oak Advisors's AXP Position: Q1 2026 in Review

Birnam Oak Advisors opened a new position in American Express (AXP) in Q1 2026: 1,000 shares worth $302K. The stake represents 0.07% of the portfolio and ranks #34 among its holdings.

2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Birnam Oak Advisors held 1,000 shares of American Express worth $302K as of Q1 2026.
American Express was a new Birnam Oak Advisors position in Q1 2026.
American Express made up 0.07% of Birnam Oak Advisors's portfolio in Q1 2026, its #34 holding.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.