North Star Asset Management’s American Express AXP Stock Holding History

North Star Asset 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 Q1	$282K	Sell	931 -17	-2%	-$5.7K	0.01%	301
2025 Q4	$351K	Buy	948 +11	+1%	+$3.94K	0.01%	271
2025 Q3	$311K	Hold	937	–	–	0.01%	279
2025 Q2	$299K	Sell	937 -393	-30%	-$111K	0.01%	277
2025 Q1	$358K	Buy	1,330 +18	+1%	+$5.32K	0.02%	241
2024 Q4	$389K	Hold	1,312	–	–	0.02%	237
2024 Q3	$356K	Buy	1,312 +33	+3%	+$8.22K	0.02%	246
2024 Q2	$296K	Hold	1,279	–	–	0.01%	257
2024 Q1	$291K	Buy	1,279 +43	+3%	+$8.92K	0.01%	261
2023 Q4	$232K	Buy	+1,236	New	+$199K	0.01%	275
2023 Q3	–	Sell	-1,236	Closed	-$215K	–	298
2023 Q2	$215K	Hold	1,236	–	–	0.01%	275
2023 Q1	$204K	Buy	+1,236	New	+$205K	0.01%	284
2022 Q2	–	Sell	-1,246	Closed	-$233K	–	295
2022 Q1	$233K	Buy	+1,246	New	+$225K	0.01%	278
2021 Q4	–	Sell	-1,200	Closed	-$201K	–	316
2021 Q3	$201K	Buy	+1,200	New	+$201K	0.01%	294

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

North Star Asset Management's AXP Position: Q1 2026 in Review

North Star Asset Management reduced its American Express (AXP) stake by 1.8% in Q1 2026, selling an estimated $5.7K and leaving 931 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #301.

North Star Asset Management first reported a position in AXP in Q3 2021 and has held it in 14 quarters since. The position peaked at $389K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

North Star Asset Management held 931 shares of American Express worth $282K as of Q1 2026.
North Star Asset Management sold 17 American Express shares in Q1 2026, an estimated $5.7K.
American Express made up 0.01% of North Star Asset Management's portfolio in Q1 2026, its #301 holding.
North Star Asset Management first reported a position in American Express in Q3 2021 and has held it in 14 quarters since.
North Star Asset Management's American Express position peaked at $389K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.