55 North Private Wealth’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$499K Buy
1,474
+25
+2% +$8K 0.1% 95
2026
Q1
$438K Buy
1,449
+95
+7% +$31.9K 0.11% 91
2025
Q4
$501K Buy
+1,354
New +$485K 0.13% 77

Other funds holding AXP

55 North Private Wealth's AXP Position: Q2 2026 in Review

55 North Private Wealth increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $8K and bringing the position to 1,474 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #95.

55 North Private Wealth first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • 55 North Private Wealth held 1,474 shares of American Express worth $499K as of Q2 2026.
  • 55 North Private Wealth bought 25 American Express shares in Q2 2026, an estimated $8K.
  • American Express made up 0.1% of 55 North Private Wealth's portfolio in Q2 2026, its #95 holding.
  • 55 North Private Wealth first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's American Express position peaked at $501K in Q4 2025.
  • 2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.