Navalign LLC’s American Express AXP Stock Holding History

Navalign LLC’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	–	Sell	-52	Closed	-$19.3K	–	155
2025 Q4	$19.3K	Buy	+52	New	+$18.6K	﹤0.01%	276

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Navalign LLC's AXP Position: Q1 2026 in Review

Navalign LLC sold out of American Express (AXP) in Q1 2026, closing a stake of 52 shares — an estimated $19.3K sold.

Navalign LLC first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $19.3K in Q4 2025. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Navalign LLC reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 52 American Express shares in Q1 2026, an estimated $19.3K.
Navalign LLC first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Navalign LLC's American Express position peaked at $19.3K in Q4 2025.
2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.