Birch Financial Group, LLC / AXP
Birch Financial Group, LLC’s American Express Co Position
Does Birch Financial Group, LLC own American Express Co (AXP)? Yes — 62.7K shares worth $19M (+11.08% of its 13F portfolio) as of Q1 2026, up from 62.0K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
62.7K
% of Portfolio
+11.08%
Quarters Held
3
currently held
Position History AXP
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Birch Financial Group, LLC’s full portfolio or all institutional holders of AXP.