Navellier & Associates’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$363K Sell
1,200
-61
-5% -$20.5K 0.04% 260
2025
Q4
$467K Sell
1,261
-1,965
-61% -$703K 0.05% 224
2025
Q3
$1.07M Buy
3,226
+1,526
+90% +$485K 0.11% 173
2025
Q2
$542K Hold
1,700
0.07% 204
2025
Q1
$473K Sell
1,700
-1,626
-49% -$481K 0.07% 212
2024
Q4
$987K Buy
3,326
+1,426
+75% +$410K 0.12% 163
2024
Q3
$515K Sell
1,900
-1,526
-45% -$380K 0.07% 217
2024
Q2
$793K Sell
3,426
-100
-3% -$23.2K 0.09% 182
2024
Q1
$803K Hold
3,526
0.1% 176
2023
Q4
$661K Buy
3,526
+1,510
+75% +$243K 0.1% 182
2023
Q3
$301K Sell
2,016
-384
-16% -$62.8K 0.05% 267
2023
Q2
$418K Buy
2,400
+300
+14% +$48.4K 0.08% 189
2023
Q1
$346K Sell
2,100
-100
-5% -$16.6K 0.07% 209
2022
Q4
$325K Buy
2,200
+100
+5% +$14.8K 0.07% 209
2022
Q3
$283K Sell
2,100
-300
-13% -$45.4K 0.06% 224
2022
Q2
$333K Hold
2,400
0.07% 219
2022
Q1
$449K Sell
2,400
-100
-4% -$18.1K 0.08% 213
2021
Q4
$409K Sell
2,500
-100
-4% -$17.1K 0.06% 234
2021
Q3
$436K Hold
2,600
0.07% 211
2021
Q2
$430K Buy
2,600
+100
+4% +$15.7K 0.06% 205
2021
Q1
$354K Sell
2,500
-200
-7% -$26.4K 0.06% 217
2020
Q4
$326K Hold
2,700
0.06% 210
2020
Q3
$271K Hold
2,700
0.06% 196
2020
Q2
$257K Sell
2,700
-332
-11% -$30.6K 0.06% 194
2020
Q1
$260K Buy
3,032
+100
+3% +$11.6K 0.06% 190
2019
Q4
$365K Sell
2,932
-200
-6% -$23.9K 0.06% 219
2019
Q3
$370K Buy
3,132
+100
+3% +$12.3K 0.06% 204
2019
Q2
$374K Buy
3,032
+100
+3% +$11.7K 0.06% 204
2019
Q1
$320K Buy
2,932
+332
+13% +$34.9K 0.05% 186
2018
Q4
$248K Sell
2,600
-200
-7% -$20.9K 0.04% 194
2018
Q3
$298K Sell
2,800
-500
-15% -$52K 0.04% 238
2018
Q2
$323K Sell
3,300
-200
-6% -$19.7K 0.05% 236
2018
Q1
$326K Sell
3,500
-7,656
-69% -$742K 0.05% 216
2017
Q4
$1.11M Sell
11,156
-4,044
-27% -$385K 0.21% 125
2017
Q3
$1.38M Sell
15,200
-7,600
-33% -$653K 0.27% 81
2017
Q2
$1.92M Sell
22,800
-900
-4% -$71.2K 0.29% 104
2017
Q1
$1.88M Sell
23,700
-2,400
-9% -$188K 0.27% 106
2016
Q4
$1.93M Sell
26,100
-1,800
-6% -$125K 0.32% 97
2016
Q3
$1.79M Sell
27,900
-500
-2% -$32.1K 0.26% 93
2016
Q2
$1.73M Buy
28,400
+900
+3% +$57K 0.26% 67
2016
Q1
$1.69M Buy
27,500
+1,785
+7% +$104K 0.22% 65
2015
Q4
$1.79M Sell
25,715
-1,860
-7% -$135K 0.2% 58
2015
Q3
$2.04M Sell
27,575
-1,156
-4% -$88.9K 0.21% 58
2015
Q2
$2.23M Buy
28,731
+3,968
+16% +$315K 0.2% 66
2015
Q1
$1.93M Buy
24,763
+1,410
+6% +$117K 0.18% 67
2014
Q4
$2.17M Buy
23,353
+2,163
+10% +$194K 0.11% 57
2014
Q3
$1.85M Buy
21,190
+2,200
+12% +$198K 0.09% 60
2014
Q2
$1.8M Buy
18,990
+2,867
+18% +$258K 0.08% 64
2014
Q1
$1.45M Sell
16,123
-9,861
-38% -$881K 0.07% 74
2013
Q4
$2.36M Buy
25,984
+5,307
+26% +$436K 0.11% 50
2013
Q3
$1.56M Buy
20,677
+1,500
+8% +$113K 0.05% 91
2013
Q2
$1.43M Buy
+19,177
New +$1.36M 0.07% 82

Other funds holding AXP

Navellier & Associates's AXP Position: Q1 2026 in Review

Navellier & Associates reduced its American Express (AXP) stake by 4.8% in Q1 2026, selling an estimated $20.5K and leaving 1,200 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #260.

Navellier & Associates first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.36M in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Navellier & Associates held 1,200 shares of American Express worth $363K as of Q1 2026.
  • Navellier & Associates sold 61 American Express shares in Q1 2026, an estimated $20.5K.
  • American Express made up 0.04% of Navellier & Associates's portfolio in Q1 2026, its #260 holding.
  • Navellier & Associates first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Navellier & Associates's American Express position peaked at $2.36M in Q4 2013.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.