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NorthAvenue LLC’s American Express AXP Stock Holding History

NorthAvenue LLC’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 		$677 Hold
2
– – ﹤0.01% 249
2026
Q1 		$605 Hold
2
– – ﹤0.01% 223
2025
Q4 		$740 Buy
+2
New +$716 ﹤0.01% 223

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

NorthAvenue LLC's AXP Position: Q2 2026 in Review

NorthAvenue LLC held its American Express (AXP) position steady in Q2 2026 at 2 shares worth $677. The position accounts for ﹤0.01% of the portfolio, ranked #249.

NorthAvenue LLC first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $740 in Q4 2025. 698 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • NorthAvenue LLC held 2 shares of American Express worth $677 as of Q2 2026.
  • NorthAvenue LLC left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #249 holding.
  • NorthAvenue LLC first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's American Express position peaked at $740 in Q4 2025.
  • 698 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.