NavPoint Financial’s American Express AXP Stock Holding History

NavPoint Financial’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	$332K	Hold	981	–	–	0.12%	61
2026 Q1	$297K	Hold	981	–	–	0.12%	64
2025 Q4	$363K	Hold	981	–	–	0.16%	57
2025 Q3	$326K	Hold	981	–	–	0.17%	51
2025 Q2	$313K	Hold	981	–	–	0.19%	50
2025 Q1	$264K	Hold	981	–	–	0.19%	49
2024 Q4	$291K	Hold	981	–	–	0.23%	43
2024 Q3	$266K	Hold	981	–	–	0.21%	43
2024 Q2	$227K	Hold	981	–	–	0.2%	42
2024 Q1	$223K	Buy	+981	New	+$203K	0.19%	44

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

NavPoint Financial's AXP Position: Q2 2026 in Review

NavPoint Financial held its American Express (AXP) position steady in Q2 2026 at 981 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #61.

NavPoint Financial first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

NavPoint Financial held 981 shares of American Express worth $332K as of Q2 2026.
NavPoint Financial left its American Express share count unchanged in Q2 2026.
American Express made up 0.12% of NavPoint Financial's portfolio in Q2 2026, its #61 holding.
NavPoint Financial first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
NavPoint Financial's American Express position peaked at $363K in Q4 2025.
1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.