Baldwin Investment Management, LLC
Position in AXP — American Express Co
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in AXP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,232,788
+$157,776 QoQ
Shares Held
6,601
-3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,137
of 2,990 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Baldwin Investment Management, LLC holds $19,231,112 across 4 Credit Services names. AXP ranks #4 (11.6% of the industry book) .
All Filings in AXP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,232,788 | 6,601 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,075,012 | 6,860 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,537,857 | 6,860 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,304,193 | 6,937 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,164,917 | 6,787 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,799,137 | 6,687 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,376,215 | 4,637 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,141,752 | 4,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $951,670 | 4,110 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $935,805 | 4,110 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $769,967 | 4,110 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $613,170 | 4,110 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $715,962 | 4,110 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $677,944 | 4,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $595,432 | 4,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $542,338 | 4,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $554,618 | 4,001 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $744,260 | 3,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $651,128 | 3,980 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $663,418 | 3,960 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $654,310 | 3,960 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $595,462 | 4,210 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $475,780 | 3,935 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $287,216 | 2,865 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||