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Narwhal Capital Management’s American Express AXP Stock Holding History

Narwhal Capital Management’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 		$19.1M Buy
56,415
+1,958
+4% +$627K 1.32% 19
2026
Q1 		$16.5M Sell
54,457
-1,732
-3% -$581K 1.22% 20
2025
Q4 		$20.8M Sell
56,189
-3,068
-5% -$1.1M 1.51% 16
2025
Q3 		$19.7M Sell
59,257
-77
-0.1% -$24.5K 1.46% 15
2025
Q2 		$18.9M Buy
59,334
+8,876
+18% +$2.5M 1.52% 15
2025
Q1 		$13.6M Buy
50,458
+891
+2% +$263K 1.21% 22
2024
Q4 		$14.7M Sell
49,567
-1,464
-3% -$421K 1.3% 20
2024
Q3 		$13.8M Sell
51,031
-3,963
-7% -$987K 1.25% 21
2024
Q2 		$12.7M Sell
54,994
-4,229
-7% -$979K 1.2% 21
2024
Q1 		$13.5M Sell
59,223
-9,778
-14% -$2.03M 1.32% 19
2023
Q4 		$12.9M Sell
69,001
-9,121
-12% -$1.47M 1.41% 17
2023
Q3 		$11.7M Sell
78,122
-2,526
-3% -$413K 1.42% 18
2023
Q2 		$14M Buy
80,648
+1,882
+2% +$304K 1.65% 14
2023
Q1 		$13M Sell
78,766
-1,047
-1% -$174K 1.63% 14
2022
Q4 		$11.8M Sell
79,813
-2,362
-3% -$350K 1.57% 16
2022
Q3 		$11.1M Buy
82,175
+1,493
+2% +$226K 1.61% 15
2022
Q2 		$11.2M Buy
80,682
+6,607
+9% +$1.09M 1.53% 17
2022
Q1 		$13.9M Buy
74,075
+3,277
+5% +$592K 1.62% 15
2021
Q4 		$11.6M Buy
70,798
+7,100
+11% +$1.21M 1.32% 22
2021
Q3 		$10.7M Sell
63,698
-344
-0.5% -$57.5K 1.35% 23
2021
Q2 		$10.6M Sell
64,042
-1,640
-2% -$257K 1.34% 25
2021
Q1 		$9.29M Sell
65,682
-1,033
-2% -$136K 1.26% 24
2020
Q4 		$8.07M Buy
66,715
+3,342
+5% +$370K 1.14% 30
2020
Q3 		$6.35M Buy
63,373
+1,123
+2% +$110K 1.02% 34
2020
Q2 		$5.93M Buy
62,250
+8,783
+16% +$809K 1.03% 32
2020
Q1 		$4.58M Buy
53,467
+13,309
+33% +$1.55M 0.99% 34
2019
Q4 		$5M Buy
40,158
+3,118
+8% +$373K 0.92% 37
2019
Q3 		$4.38M Buy
37,040
+4,154
+13% +$509K 0.88% 38
2019
Q2 		$4.06M Sell
32,886
-97
-0.3% -$11.4K 0.84% 41
2019
Q1 		$3.6M Buy
32,983
+47
+0.1% +$4.94K 0.78% 43
2018
Q4 		$3.14M Buy
32,936
+995
+3% +$104K 0.78% 44
2018
Q3 		$3.4M Buy
31,941
+1,096
+4% +$114K 0.75% 43
2018
Q2 		$3.02M Hold
30,845
– – 0.7% 47
2018
Q1 		$2.88M Sell
30,845
-8,280
-21% -$802K 0.67% 54
2017
Q4 		$3.89M Buy
39,125
+1,425
+4% +$136K 0.89% 38
2017
Q3 		$3.41M Sell
37,700
-250
-0.7% -$21.5K 0.85% 41
2017
Q2 		$3.2M Buy
37,950
+8,860
+30% +$701K 0.83% 46
2017
Q1 		$2.3M Buy
29,090
+2,825
+11% +$221K 0.64% 54
2016
Q4 		$1.95M Buy
26,265
+1,445
+6% +$100K 0.59% 54
2016
Q3 		$1.59M Hold
24,820
– – 0.5% 64
2016
Q2 		$1.51M Buy
24,820
+50
+0.2% +$3.17K 0.47% 67
2016
Q1 		$1.52M Buy
24,770
+250
+1% +$14.5K 0.5% 69
2015
Q4 		$1.71M Sell
24,520
-4,100
-14% -$298K 0.59% 59
2015
Q3 		$2.12M Buy
28,620
+3,165
+12% +$244K 0.79% 42
2015
Q2 		$1.98M Buy
25,455
+975
+4% +$77.4K 0.72% 47
2015
Q1 		$1.91M Buy
24,480
+14,930
+156% +$1.24M 0.7% 52
2014
Q4 		$889K Buy
+9,550
New +$856K 0.34% 89

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Narwhal Capital Management's AXP Position: Q2 2026 in Review

Narwhal Capital Management increased its American Express (AXP) stake by 3.6% in Q2 2026, buying an estimated $627K and bringing the position to 56,415 shares worth $19.1M. The position accounts for 1.32% of the portfolio, ranked #19.

Narwhal Capital Management first reported a position in AXP in Q4 2014 and has held it in 47 quarters since. The position peaked at $20.8M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Narwhal Capital Management held 56,415 shares of American Express worth $19.1M as of Q2 2026.
  • Narwhal Capital Management bought 1,958 American Express shares in Q2 2026, an estimated $627K.
  • American Express made up 1.32% of Narwhal Capital Management's portfolio in Q2 2026, its #19 holding.
  • Narwhal Capital Management first reported a position in American Express in Q4 2014 and has held it in 47 quarters since.
  • Narwhal Capital Management's American Express position peaked at $20.8M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.