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Natural Investments’s American Express AXP Stock Holding History

Natural Investments’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 		$2.88M Buy
8,506
+175
+2% +$56K 0.63% 31
2026
Q1 		$2.52M Buy
8,331
+12
+0.1% +$4.02K 0.62% 32
2025
Q4 		$3.08M Sell
8,319
-1
-0% -$358 0.77% 25
2025
Q3 		$2.76M Buy
8,320
+3
+0% +$954 0.69% 33
2025
Q2 		$2.65M Buy
8,317
+159
+2% +$44.8K 0.69% 35
2025
Q1 		$2.19M Buy
8,158
+147
+2% +$43.5K 0.62% 46
2024
Q4 		$2.38M Buy
+8,011
New +$2.3M 0.66% 36

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 $3.38T AUM 44.17% 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

Natural Investments's AXP Position: Q2 2026 in Review

Natural Investments increased its American Express (AXP) stake by 2.1% in Q2 2026, buying an estimated $56K and bringing the position to 8,506 shares worth $2.88M. The position accounts for 0.63% of the portfolio, ranked #31.

Natural Investments first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.08M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Natural Investments held 8,506 shares of American Express worth $2.88M as of Q2 2026.
  • Natural Investments bought 175 American Express shares in Q2 2026, an estimated $56K.
  • American Express made up 0.63% of Natural Investments's portfolio in Q2 2026, its #31 holding.
  • Natural Investments first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's American Express position peaked at $3.08M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.