1 North Wealth Services’s American Express AXP Stock Holding History

1 North Wealth Services’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.3K	Buy	190 +12	+7%	+$3.84K	0.02%	87
2026 Q1	$53.8K	Buy	178 +40	+29%	+$13.4K	0.02%	86
2025 Q4	$51.1K	Hold	138	–	–	0.02%	90
2025 Q3	$45.8K	Hold	138	–	–	0.02%	85
2025 Q2	$44K	Hold	138	–	–	0.02%	90
2025 Q1	$37.1K	Buy	+138	New	+$40.8K	0.02%	91
2019 Q4	$18K	Hold	145	–	–	0.01%	155
2019 Q3	$17K	Buy	+145	New	+$17.8K	0.01%	125
2019 Q1	$16K	Buy	145 +43	+42%	+$4.52K	0.01%	119
2018 Q4	$10K	Buy	+102	New	+$10.7K	0.01%	145

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

1 North Wealth Services's AXP Position: Q2 2026 in Review

1 North Wealth Services increased its American Express (AXP) stake by 6.7% in Q2 2026, buying an estimated $3.84K and bringing the position to 190 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #87.

1 North Wealth Services first reported a position in AXP in Q4 2018 and has held it in 10 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

1 North Wealth Services held 190 shares of American Express worth $64.3K as of Q2 2026.
1 North Wealth Services bought 12 American Express shares in Q2 2026, an estimated $3.84K.
American Express made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #87 holding.
1 North Wealth Services first reported a position in American Express in Q4 2018 and has held it in 10 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.