North Reef Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.1M Buy
+50,000
New +$16.8M 0.52% 33
2022
Q1
Sell
-26,000
Closed -$4.25M 35
2021
Q4
$4.25M Buy
+26,000
New +$4.43M 1.96% 17

Other funds holding AXP

North Reef Capital Management's AXP Position: Q1 2026 in Review

North Reef Capital Management opened a new position in American Express (AXP) in Q1 2026: 50,000 shares worth $15.1M. The stake represents 0.52% of the portfolio and ranks #33 among its holdings. This is a return to the name: North Reef Capital Management previously reported a position in AXP as recently as Q4 2021.

North Reef Capital Management first reported a position in AXP in Q4 2021 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • North Reef Capital Management held 50,000 shares of American Express worth $15.1M as of Q1 2026.
  • American Express was a new North Reef Capital Management position in Q1 2026.
  • American Express made up 0.52% of North Reef Capital Management's portfolio in Q1 2026, its #33 holding.
  • North Reef Capital Management first reported a position in American Express in Q4 2021 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.