Navis Wealth Advisors’s American Express AXP Stock Holding History

Navis Wealth Advisors’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	$1.2M	Buy	3,965 +74	+2%	+$24.8K	0.61%	44
2025 Q4	$1.44M	Buy	3,891 +33	+0.9%	+$11.8K	0.61%	38
2025 Q3	$1.28M	Buy	3,858 +350	+10%	+$111K	0.96%	19
2025 Q2	$1.12M	Sell	3,508 -40	-1%	-$11.3K	0.94%	22
2025 Q1	$955K	Buy	3,548 +2,791	+369%	+$825K	0.94%	20
2024 Q4	$225K	Buy	757 +12	+2%	+$3.45K	0.25%	86
2024 Q3	$202K	Buy	+745	New	+$186K	0.22%	99
2022 Q3	–	Sell	-2,684	Closed	-$372K	–	81
2022 Q2	$372K	Buy	2,684 +100	+4%	+$16.5K	0.4%	57
2022 Q1	$483K	Buy	+2,584	New	+$467K	0.43%	54
2021 Q1	–	Sell	-1,084	Closed	-$143K	–	118
2020 Q4	$131K	Buy	+1,084	New	+$120K	0.12%	102

Other funds holding AXP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Navis Wealth Advisors's AXP Position: Q1 2026 in Review

Navis Wealth Advisors increased its American Express (AXP) stake by 1.9% in Q1 2026, buying an estimated $24.8K and bringing the position to 3,965 shares worth $1.2M. The position accounts for 0.61% of the portfolio, ranked #44.

Navis Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Navis Wealth Advisors held 3,965 shares of American Express worth $1.2M as of Q1 2026.
Navis Wealth Advisors bought 74 American Express shares in Q1 2026, an estimated $24.8K.
American Express made up 0.61% of Navis Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Navis Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 10 quarters since.
Navis Wealth Advisors's American Express position peaked at $1.44M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.