Navigate Wealth Management’s American Express AXP Stock Holding History

Navigate Wealth 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	$274K	Hold	770	–	–	0.17%	66
2026 Q1	$254K	Buy	+770	New	+$258K	0.18%	64

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Navigate Wealth Management's AXP Position: Q2 2026 in Review

Navigate Wealth Management held its American Express (AXP) position steady in Q2 2026 at 770 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #66.

Navigate Wealth Management first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,980 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Navigate Wealth Management held 770 shares of American Express worth $274K as of Q2 2026.
Navigate Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.17% of Navigate Wealth Management's portfolio in Q2 2026, its #66 holding.
Navigate Wealth Management first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,980 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.