Bnc Wealth Management, LLC / AXP
Bnc Wealth Management, LLC’s American Express Co Position
Does Bnc Wealth Management, LLC own American Express Co (AXP)? Yes — 16.8K shares worth $5M (+1.41% of its 13F portfolio) as of Q1 2026, up from 16.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
16.8K
% of Portfolio
+1.41%
Quarters Held
21
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 16.8K | $5M | +1.41% |
| Q4 2025 | 16.5K | $6M | +1.56% |
| Q3 2025 | 16.1K | $5M | +1.35% |
| Q2 2025 | 15.7K | $5M | +1.48% |
| Q1 2025 | 15.1K | $4M | +1.46% |
| Q4 2024 | 14.9K | $4M | +1.46% |
| Q3 2024 | 14.2K | $4M | +1.42% |
| Q2 2024 | 13.6K | $3M | +1.17% |
| Q1 2024 | 12.1K | $3M | +1.17% |
| Q4 2023 | 11.8K | $2M | +1.04% |
| Q3 2023 | 11.1K | $2M | +0.89% |
| Q2 2023 | 10.9K | $2M | +1.00% |
| Q1 2023 | 1.8K | $304,667 | +0.17% |
| Q4 2022 | 2.3K | $343,227 | +0.20% |
| Q3 2022 | 6.9K | $926,000 | +0.56% |
| Q2 2022 | 7.3K | $1M | +0.53% |
| Q1 2022 | 2.1K | $392,000 | +0.19% |
| Q4 2021 | 1.9K | $316,000 | +0.15% |
| Q3 2021 | 6.9K | $1M | +0.68% |
| Q2 2021 | 5.8K | $959,000 | +0.58% |
| Q3 2020 | 73 | $7,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of AXP.