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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
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 $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

Narus Financial Partners's AXP Position: Q1 2026 in Review

Narus Financial Partners increased its American Express (AXP) stake by 10% in Q1 2026, buying an estimated $34.2K and bringing the position to 1,078 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #127.

Narus Financial Partners first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Narus Financial Partners held 1,078 shares of American Express worth $326K as of Q1 2026.
  • Narus Financial Partners bought 102 American Express shares in Q1 2026, an estimated $34.2K.
  • American Express made up 0.09% of Narus Financial Partners's portfolio in Q1 2026, its #127 holding.
  • Narus Financial Partners first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • Narus Financial Partners's American Express position peaked at $361K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.