Back to AXP
BIRCH FINANCIAL GROUP, LLC → AXP
BIRCH FINANCIAL GROUP, LLC AXP Position History
American Express Company • Financial Services
Quarters held
8
Latest value
$18.9M
Q3 2026
Peak value
$22.9M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $8.6M |
| Q1 2025 | $7.9M |
| Q2 2025 | $9.4M |
| Q3 2025 | $20.6M |
| Q4 2025 | $22.9M |
| Q1 2026 | $19M |
| Q2 2026 | $21M |
| Q3 2026 | $18.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.9M | 62.1K | — | — |
| Q2 2026 | $21M | 62.1K | — | — |
| Q1 2026 | $19M | 62.7K | — | — |
| Q4 2025 | $22.9M | 62.0K | — | — |
| Q3 2025 | $20.6M | 62.0K | — | — |
| Q2 2025 | $9.4M | 29.4K | — | — |
| Q1 2025 | $7.9M | 29.2K | — | — |
| Q4 2024 | $8.6M | 29.0K | — | — |
Other funds holding AXP
$55.1B
$50.4B
$49.5B
$47.5B
$45.1B
$44.2B
$40.4B
$40.1B