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

North Star Investment 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	$1.69M	Sell	5,602 -14	-0.2%	-$4.69K	0.1%	191
2025 Q4	$2.08M	Buy	5,616 +928	+20%	+$332K	0.13%	156
2025 Q3	$1.56M	Buy	4,688 +3	+0.1%	+$954	0.1%	185
2025 Q2	$1.49M	Hold	4,685	–	–	0.1%	187
2025 Q1	$1.26M	Hold	4,685	–	–	0.09%	196
2024 Q4	$1.39M	Buy	4,685 +1	+0%	+$287	0.1%	189
2024 Q3	$1.27M	Sell	4,684 -39	-0.8%	-$9.71K	0.09%	204
2024 Q2	$1.09M	Sell	4,723 -945	-17%	-$219K	0.08%	219
2024 Q1	$1.29M	Buy	5,668 +899	+19%	+$186K	0.09%	201
2023 Q4	$893K	Sell	4,769 -50	-1%	-$8.05K	0.07%	245
2023 Q3	$719K	Buy	4,819 +39	+0.8%	+$6.38K	0.06%	268
2023 Q2	$833K	Buy	4,780 +50	+1%	+$8.07K	0.07%	258
2023 Q1	$780K	Buy	4,730 +2,001	+73%	+$332K	0.06%	271
2022 Q4	$403K	Buy	2,729 +40	+1%	+$5.93K	0.04%	359
2022 Q3	$363K	Sell	2,689 -7	-0.3%	-$1.06K	0.04%	318
2022 Q2	$374K	Hold	2,696	–	–	0.03%	323
2022 Q1	$504K	Sell	2,696 -8	-0.3%	-$1.45K	0.04%	303
2021 Q4	$442K	Hold	2,704	–	–	0.03%	319
2021 Q3	$453K	Sell	2,704 -10	-0.4%	-$1.67K	0.04%	310
2021 Q2	$448K	Sell	2,714 -13	-0.5%	-$2.04K	0.04%	307
2021 Q1	$386K	Sell	2,727 -10	-0.4%	-$1.32K	0.04%	299
2020 Q4	$331K	Hold	2,737	–	–	0.03%	304
2020 Q3	$274K	Hold	2,737	–	–	0.03%	317
2020 Q2	$261K	Sell	2,737 -380	-12%	-$35K	0.03%	305
2020 Q1	$267K	Sell	3,117 -4,560	-59%	-$531K	0.04%	294
2019 Q4	$956K	Sell	7,677 -1,000	-12%	-$120K	0.1%	207
2019 Q3	$1.03M	Buy	8,677 +970	+13%	+$119K	0.11%	199
2019 Q2	$951K	Hold	7,707	–	–	0.11%	214
2019 Q1	$842K	Sell	7,707 -80	-1%	-$8.41K	0.1%	228
2018 Q4	$742K	Hold	7,787	–	–	0.1%	219
2018 Q3	$829K	Hold	7,787	–	–	0.09%	228
2018 Q2	$763K	Hold	7,787	–	–	0.09%	233
2018 Q1	$726K	Buy	7,787 +430	+6%	+$41.7K	0.09%	230
2017 Q4	$731K	Hold	7,357	–	–	0.09%	220
2017 Q3	$666K	Buy	7,357 +4,410	+150%	+$379K	0.08%	225
2017 Q2	$248K	Buy	2,947 +20	+0.7%	+$1.58K	0.03%	323
2017 Q1	$232K	Buy	2,927 +405	+16%	+$31.7K	0.03%	322
2016 Q4	$187K	Buy	2,522 +2,200	+683%	+$152K	0.03%	332
2016 Q3	$21K	Hold	322	–	–	﹤0.01%	536
2016 Q2	$20K	Sell	322 -500	-61%	-$31.7K	﹤0.01%	535
2016 Q1	$50K	Hold	822	–	–	0.01%	401
2015 Q4	$57K	Buy	822 +322	+64%	+$23.4K	0.01%	388
2015 Q3	$37K	Sell	500 -320	-39%	-$24.6K	0.01%	428
2015 Q2	$64K	Hold	820	–	–	0.01%	373
2015 Q1	$64K	Sell	820 -200	-20%	-$16.6K	0.01%	362
2014 Q4	$95K	Sell	1,020 -300	-23%	-$26.9K	0.02%	324
2014 Q3	$116K	Sell	1,320 -322	-20%	-$29K	0.02%	303
2014 Q2	$156K	Buy	1,642 +622	+61%	+$56.1K	0.03%	284
2014 Q1	$92K	Buy	+1,020	New	+$91.1K	0.02%	327

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 Investment Management's AXP Position: Q1 2026 in Review

North Star Investment Management reduced its American Express (AXP) stake by 0.25% in Q1 2026, selling an estimated $4.69K and leaving 5,602 shares worth $1.69M. The position accounts for 0.1% of the portfolio, ranked #191.

North Star Investment Management first reported a position in AXP in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.08M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

North Star Investment Management held 5,602 shares of American Express worth $1.69M as of Q1 2026.
North Star Investment Management sold 14 American Express shares in Q1 2026, an estimated $4.69K.
American Express made up 0.1% of North Star Investment Management's portfolio in Q1 2026, its #191 holding.
North Star Investment Management first reported a position in American Express in Q1 2014 and has held it in 49 quarters since.
North Star Investment Management's American Express position peaked at $2.08M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.