Baron Wealth Management LLC

Position in AXP — American Express Co

CIK 1968507 TROY, MI

Position in AXP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$340,617

+$39,347 QoQ

Shares Held

1,007

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,283

of 2,990 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,605,206 across 5 Credit Services names. AXP ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,416	$1,515,085
2	MA	Mastercard Inc	1,612	$827,923
3	BFH	Bread Financial Holdings, Inc.	6,466	$700,591
4	AXP	American Express Co This page	1,007	$340,617
5	ENVA	Enova International, Inc.	918	$220,990

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,617	1,007	+1.1%	Shares	Sole	2026-07-07
2026-03-31	$301,270	996	-10.2%	Shares	Sole	2026-04-16
2025-12-31	$410,274	1,109	+34.8%	Shares	Sole	2026-01-14
2025-09-30	$273,367	823	+6.3%	Shares	Sole	2025-10-20
2025-06-30	$246,890	774	-1.1%	Shares	Sole	2025-07-09
2024-09-30	$212,349	783	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.