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Narus Financial Partners’s American Express AXP Stock Holding History

Narus Financial Partners’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 		$330K Sell
975
-103
-10% -$33K 0.08% 142
2026
Q1 		$326K Buy
1,078
+102
+10% +$34.2K 0.09% 127
2025
Q4 		$361K Buy
976
+62
+7% +$22.2K 0.1% 121
2025
Q3 		$304K Sell
914
-5
-0.5% -$1.59K 0.08% 135
2025
Q2 		$293K Buy
919
+154
+20% +$43.3K 0.09% 118
2025
Q1 		$206K Sell
765
-40
-5% -$11.8K 0.07% 147
2024
Q4 		$239K Sell
805
-28
-3% -$8.04K 0.08% 130
2024
Q3 		$226K Sell
833
-100
-11% -$24.9K 0.08% 140
2024
Q2 		$216K Sell
933
-1
-0.1% -$232 0.09% 135
2024
Q1 		$213K Buy
+934
New +$194K 0.09% 135

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Narus Financial Partners's AXP Position: Q2 2026 in Review

Narus Financial Partners reduced its American Express (AXP) stake by 9.6% in Q2 2026, selling an estimated $33K and leaving 975 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #142.

Narus Financial Partners first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $361K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Narus Financial Partners held 975 shares of American Express worth $330K as of Q2 2026.
  • Narus Financial Partners sold 103 American Express shares in Q2 2026, an estimated $33K.
  • American Express made up 0.08% of Narus Financial Partners's portfolio in Q2 2026, its #142 holding.
  • Narus Financial Partners first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Narus Financial Partners's American Express position peaked at $361K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.