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Norris Financial Group’s American Express AXP Stock Holding History

Norris Financial Group’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
2022
Q1 		– Sell
-1,493
Closed -$244K – 87
2021
Q4 		$244K Buy
+1,493
New +$255K 0.15% 76

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norris Financial Group's AXP Position: Q1 2022 in Review

Norris Financial Group sold out of American Express (AXP) in Q1 2022, closing a stake of 1,493 shares — an estimated $244K sold.

Norris Financial Group first reported a position in AXP in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 2,063 funds tracked by Wall St. Rank hold AXP as of Q1 2022.

  • Norris Financial Group reported no remaining American Express position as of Q1 2022 after selling out during the quarter.
  • Norris Financial Group sold 1,493 American Express shares in Q1 2022, an estimated $244K.
  • Norris Financial Group first reported a position in American Express in Q4 2021 and held it in 1 quarter.
  • Norris Financial Group's American Express position peaked at $244K in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held American Express as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.