Barton Investment Management
Position in AXP — American Express Co
CIK 1387818
WEST CONSHOHOCKEN, PA
Position in AXP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$493,845
+$32,563 QoQ
Shares Held
1,460
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,034
of 2,990 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXP Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Barton Investment Management holds $4,772,983 across 2 Credit Services names. AXP ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
99,100 | $4,279,138 | |
| 2 | AXP |
American Express Co
This page
|
1,460 | $493,845 |
All Filings in AXP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,845 | 1,460 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $461,282 | 1,525 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $571,202 | 1,544 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $576,297 | 1,735 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $553,430 | 1,735 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $466,801 | 1,735 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $514,930 | 1,735 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $515,280 | 1,900 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $439,945 | 1,900 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $432,611 | 1,900 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $355,946 | 1,900 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $283,461 | 1,900 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $330,980 | 1,900 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $313,405 | 1,900 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $280,725 | 1,900 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $453,297 | 3,360 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $465,763 | 3,360 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $628,320 | 3,360 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $572,600 | 3,500 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $586,355 | 3,500 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $578,305 | 3,500 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $512,720 | 3,625 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $457,644 | 3,785 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $387,967 | 3,870 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $368,424 | 3,870 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $331,310 | 3,870 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||