Northcape Wealth Management’s American Express AXP Stock Holding History

Northcape Wealth 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	$1.87M	Hold	5,527	–	–	0.49%	61
2026 Q1	$1.67M	Hold	5,527	–	–	0.46%	63
2025 Q4	$2.04M	Hold	5,527	–	–	0.58%	55
2025 Q3	$1.84M	Hold	5,527	–	–	0.54%	59
2025 Q2	$1.76M	Hold	5,527	–	–	0.54%	60
2025 Q1	$1.49M	Sell	5,527 -53	-0.9%	-$15.7K	0.48%	64
2024 Q4	$1.66M	Hold	5,580	–	–	0.53%	61
2024 Q3	$1.51M	Hold	5,580	–	–	0.5%	66
2024 Q2	$1.29M	Hold	5,580	–	–	0.47%	65
2024 Q1	$1.27M	Hold	5,580	–	–	0.46%	66
2023 Q4	$1.05M	Sell	5,580 -79	-1%	-$12.7K	0.38%	68
2023 Q3	$844K	Hold	5,659	–	–	0.32%	74
2023 Q2	$986K	Hold	5,659	–	–	0.36%	71
2023 Q1	$933K	Buy	+5,659	New	+$939K	0.34%	72
2022 Q4	–	Sell	-4,959	Closed	-$669K	–	78
2022 Q3	$669K	Sell	4,959 -41	-0.8%	-$6.21K	0.24%	80
2022 Q2	$693K	Hold	5,000	–	–	0.27%	72
2022 Q1	$935K	Hold	5,000	–	–	0.27%	79
2021 Q4	$818K	Buy	+5,000	New	+$853K	0.28%	69

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 $3.37T AUM 44.26% 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

Northcape Wealth Management's AXP Position: Q2 2026 in Review

Northcape Wealth Management held its American Express (AXP) position steady in Q2 2026 at 5,527 shares worth $1.87M. The position accounts for 0.49% of the portfolio, ranked #61.

Northcape Wealth Management first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Northcape Wealth Management held 5,527 shares of American Express worth $1.87M as of Q2 2026.
Northcape Wealth Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.49% of Northcape Wealth Management's portfolio in Q2 2026, its #61 holding.
Northcape Wealth Management first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Northcape Wealth Management's American Express position peaked at $2.04M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.