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Naples Global Advisors’s American Express AXP Stock Holding History

Naples Global Advisors’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 		$7.74M Buy
25,589
+3,130
+14% +$1.05M 0.56% 54
2025
Q4 		$8.31M Sell
22,459
-409
-2% -$146K 0.62% 44
2025
Q3 		$7.6M Sell
22,868
-387
-2% -$123K 0.59% 43
2025
Q2 		$7.42M Buy
23,255
+1,792
+8% +$504K 0.64% 38
2025
Q1 		$5.77M Sell
21,463
-356
-2% -$105K 0.55% 52
2024
Q4 		$6.48M Sell
21,819
-260
-1% -$74.7K 0.61% 43
2024
Q3 		$5.99M Sell
22,079
-70
-0.3% -$17.4K 0.56% 52
2024
Q2 		$5.13M Sell
22,149
-50
-0.2% -$11.6K 0.51% 57
2024
Q1 		$5.05M Sell
22,199
-92
-0.4% -$19.1K 0.52% 58
2023
Q4 		$4.18M Buy
22,291
+737
+3% +$119K 0.46% 63
2023
Q3 		$3.22M Buy
21,554
+1,045
+5% +$171K 0.39% 78
2023
Q2 		$3.57M Buy
20,509
+398
+2% +$64.2K 0.42% 74
2023
Q1 		$3.32M Buy
20,111
+375
+2% +$62.2K 0.41% 73
2022
Q4 		$2.92M Buy
19,736
+770
+4% +$114K 0.37% 79
2022
Q3 		$2.56M Buy
18,966
+380
+2% +$57.5K 0.35% 88
2022
Q2 		$2.59M Buy
18,586
+1,984
+12% +$328K 0.34% 92
2022
Q1 		$3.1M Sell
16,602
-115
-0.7% -$20.8K 0.36% 84
2021
Q4 		$2.73M Buy
16,717
+747
+5% +$127K 0.32% 98
2021
Q3 		$2.67M Sell
15,970
-195
-1% -$32.6K 0.35% 88
2021
Q2 		$2.67M Buy
16,165
+145
+0.9% +$22.7K 0.37% 82
2021
Q1 		$2.27M Buy
16,020
+240
+2% +$31.7K 0.34% 88
2020
Q4 		$1.91M Sell
15,780
-440
-3% -$48.7K 0.32% 93
2020
Q3 		$1.63M Buy
16,220
+1,040
+7% +$102K 0.32% 95
2020
Q2 		$1.45M Buy
15,180
+5,980
+65% +$551K 0.31% 101
2020
Q1 		$788K Buy
9,200
+2,175
+31% +$253K 0.21% 141
2019
Q4 		$875K Buy
7,025
+2,775
+65% +$332K 0.18% 165
2019
Q3 		$503K Buy
4,250
+2,400
+130% +$294K 0.12% 217
2019
Q2 		$228K Hold
1,850
– – 0.06% 288
2019
Q1 		$202K Buy
+1,850
New +$194K 0.05% 291
2017
Q2 		– Sell
-3,432
Closed -$272K – 264
2017
Q1 		$272K Sell
3,432
-440
-11% -$34.4K 0.1% 236
2016
Q4 		$287K Sell
3,872
-2,675
-41% -$185K 0.11% 226
2016
Q3 		$419K Sell
6,547
-1,225
-16% -$78.7K 0.16% 186
2016
Q2 		$472K Sell
7,772
-400
-5% -$25.3K 0.19% 170
2016
Q1 		$502K Sell
8,172
-9,370
-53% -$545K 0.21% 167
2015
Q4 		$1.22M Sell
17,542
-2,095
-11% -$152K 0.59% 59
2015
Q3 		$1.46M Buy
19,637
+225
+1% +$17.3K 0.75% 29
2015
Q2 		$1.51M Buy
19,412
+465
+2% +$36.9K 0.72% 28
2015
Q1 		$1.48M Buy
18,947
+4,729
+33% +$393K 0.7% 26
2014
Q4 		$1.32M Buy
14,218
+1,951
+16% +$175K 0.7% 31
2014
Q3 		$1.07M Buy
12,267
+300
+3% +$27K 0.63% 49
2014
Q2 		$1.14M Buy
11,967
+225
+2% +$20.3K 0.67% 35
2014
Q1 		$1.06M Buy
11,742
+3,860
+49% +$345K 0.65% 32
2013
Q4 		$715K Buy
+7,882
New +$648K 0.48% 78

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Naples Global Advisors's AXP Position: Q1 2026 in Review

Naples Global Advisors increased its American Express (AXP) stake by 14% in Q1 2026, buying an estimated $1.05M and bringing the position to 25,589 shares worth $7.74M. The position accounts for 0.56% of the portfolio, ranked #54.

Naples Global Advisors first reported a position in AXP in Q4 2013 and has held it in 43 quarters since. The position peaked at $8.31M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Naples Global Advisors held 25,589 shares of American Express worth $7.74M as of Q1 2026.
  • Naples Global Advisors bought 3,130 American Express shares in Q1 2026, an estimated $1.05M.
  • American Express made up 0.56% of Naples Global Advisors's portfolio in Q1 2026, its #54 holding.
  • Naples Global Advisors first reported a position in American Express in Q4 2013 and has held it in 43 quarters since.
  • Naples Global Advisors's American Express position peaked at $8.31M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.