Navis Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Navis Wealth Advisors's AXP Position: Q2 2026 in Review
Navis Wealth Advisors increased its American Express (AXP) stake by 2.5% in Q2 2026, buying an estimated $32K and bringing the position to 4,065 shares worth $1.37M. The position accounts for 0.52% of the portfolio, ranked #42.
Navis Wealth Advisors first reported a position in AXP in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.44M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Navis Wealth Advisors held 4,065 shares of American Express worth $1.37M as of Q2 2026.
- Navis Wealth Advisors bought 100 American Express shares in Q2 2026, an estimated $32K.
- American Express made up 0.52% of Navis Wealth Advisors's portfolio in Q2 2026, its #42 holding.
- Navis Wealth Advisors first reported a position in American Express in Q4 2020 and has held it in 11 quarters since.
- Navis Wealth Advisors's American Express position peaked at $1.44M in Q4 2025.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.