Northern Financial Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.92M Sell
8,647
-10
-0.1% -$3.2K 1.93% 14
2026
Q1
$2.62M Buy
8,657
+3,573
+70% +$1.2M 1.91% 13
2025
Q4
$1.88M Sell
5,084
-3,713
-42% -$1.33M 2.15% 12
2025
Q3
$2.92M Buy
8,797
+9
+0.1% +$2.86K 1.53% 17
2025
Q2
$2.8M Sell
8,788
-89
-1% -$25K 2.1% 11
2025
Q1
$2.39M Sell
8,877
-20
-0.2% -$5.91K 1.97% 11
2024
Q4
$2.64M Sell
8,897
-296
-3% -$85K 2.11% 10
2024
Q3
$2.49M Buy
9,193
+94
+1% +$23.4K 1.89% 10
2024
Q2
$2.11M Sell
9,099
-126
-1% -$29.2K 1.69% 15
2024
Q1
$2.1M Buy
9,225
+87
+1% +$18K 1.64% 11
2023
Q4
$1.71M Buy
9,138
+249
+3% +$40.1K 1.44% 14
2023
Q3
$1.33M Sell
8,889
-315
-3% -$51.5K 1.21% 19
2023
Q2
$1.6M Buy
9,204
+406
+5% +$65.5K 1.41% 13
2023
Q1
$1.45M Buy
+8,798
New +$1.46M 1.37% 13

Other funds holding AXP

Northern Financial Advisors's AXP Position: Q2 2026 in Review

Northern Financial Advisors reduced its American Express (AXP) stake by 0.12% in Q2 2026, selling an estimated $3.2K and leaving 8,647 shares worth $2.92M. The position accounts for 1.93% of the portfolio, ranked #14.

Northern Financial Advisors first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Northern Financial Advisors held 8,647 shares of American Express worth $2.92M as of Q2 2026.
  • Northern Financial Advisors sold 10 American Express shares in Q2 2026, an estimated $3.2K.
  • American Express made up 1.93% of Northern Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Northern Financial Advisors first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.