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

North Reef Capital Management’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	–	Sell	-50,000	Closed	-$15.1M	–	44
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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

North Reef Capital Management's AXP Position: Q2 2026 in Review

North Reef Capital Management sold out of American Express (AXP) in Q2 2026, closing a stake of 50,000 shares — an estimated $15.1M sold.

North Reef Capital Management first reported a position in AXP in Q4 2021 and held it in 2 quarters. The position peaked at $15.1M in Q1 2026. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

North Reef Capital Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
North Reef Capital Management sold 50,000 American Express shares in Q2 2026, an estimated $15.1M.
North Reef Capital Management first reported a position in American Express in Q4 2021 and held it in 2 quarters.
North Reef Capital Management's American Express position peaked at $15.1M in Q1 2026.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on North Reef Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.