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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

1 North Wealth Services's AXP Position: Q1 2026 in Review

1 North Wealth Services increased its American Express (AXP) stake by 29% in Q1 2026, buying an estimated $13.4K and bringing the position to 178 shares worth $53.8K. The position accounts for 0.02% of the portfolio, ranked #86.

1 North Wealth Services first reported a position in AXP in Q4 2018 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

1 North Wealth Services held 178 shares of American Express worth $53.8K as of Q1 2026.
1 North Wealth Services bought 40 American Express shares in Q1 2026, an estimated $13.4K.
American Express made up 0.02% of 1 North Wealth Services's portfolio in Q1 2026, its #86 holding.
1 North Wealth Services first reported a position in American Express in Q4 2018 and has held it in 9 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.