North Berkeley Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
North Berkeley Wealth Management's AXP Position: Q2 2026 in Review
North Berkeley Wealth Management held its American Express (AXP) position steady in Q2 2026 at 906 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #64.
North Berkeley Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- North Berkeley Wealth Management held 906 shares of American Express worth $306K as of Q2 2026.
- North Berkeley Wealth Management left its American Express share count unchanged in Q2 2026.
- American Express made up 0.12% of North Berkeley Wealth Management's portfolio in Q2 2026, its #64 holding.
- North Berkeley Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
- North Berkeley Wealth Management's American Express position peaked at $388K in Q4 2025.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.