North Capital’s American Express AXP Stock Holding History

North Capital’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 Q3	$436K	Sell	1,407 -310	-18%	-$104K	0.31%	47
2026 Q2	$581K	Buy	1,717 +142	+9%	+$45.5K	0.44%	36
2026 Q1	$477K	Buy	1,575 +20	+1%	+$6.71K	0.4%	34
2025 Q4	$575K	Sell	1,555 -152	-9%	-$54.4K	0.5%	32
2025 Q3	$567K	Buy	1,707 +152	+10%	+$48.3K	0.44%	30
2025 Q2	$496K	Sell	1,555 -2	-0.1%	-$563	0.43%	30
2025 Q1	$419K	Buy	+1,557	New	+$460K	0.4%	35

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

North Capital's AXP Position: Q3 2026 in Review

North Capital reduced its American Express (AXP) stake by 18% in Q3 2026, selling an estimated $104K and leaving 1,407 shares worth $436K. The position accounts for 0.31% of the portfolio, ranked #47.

North Capital first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $581K in Q2 2026. 1,188 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

North Capital held 1,407 shares of American Express worth $436K as of Q3 2026.
North Capital sold 310 American Express shares in Q3 2026, an estimated $104K.
American Express made up 0.31% of North Capital's portfolio in Q3 2026, its #47 holding.
North Capital first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
North Capital's American Express position peaked at $581K in Q2 2026.
1,188 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.