Northside Capital Management’s American Express AXP Stock Holding History

Northside Capital 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	$756K	Hold	2,235	–	–	0.06%	114
2026 Q1	$676K	Sell	2,235 -250	-10%	-$83.8K	0.06%	113
2025 Q4	$919K	Sell	2,485 -1,128	-31%	-$404K	0.08%	101
2025 Q3	$1.2M	Hold	3,613	–	–	0.11%	90
2025 Q2	$1.15M	Buy	3,613 +1,930	+115%	+$543K	0.09%	88
2025 Q1	$453K	Hold	1,683	–	–	0.07%	69
2024 Q4	$499K	Hold	1,683	–	–	0.13%	59
2024 Q3	$456K	Hold	1,683	–	–	0.07%	62
2024 Q2	$390K	Sell	1,683 -122	-7%	-$28.3K	0.07%	67
2024 Q1	$411K	Hold	1,805	–	–	0.07%	66
2023 Q4	$338K	Hold	1,805	–	–	0.11%	76
2023 Q3	$269K	Hold	1,805	–	–	0.06%	83
2023 Q2	$314K	Hold	1,805	–	–	0.11%	69
2023 Q1	$298K	Hold	1,805	–	–	0.08%	71
2022 Q4	$267K	Hold	1,805	–	–	0.08%	76
2022 Q3	$244K	Hold	1,805	–	–	0.08%	76
2022 Q2	$250K	Hold	1,805	–	–	0.08%	77
2022 Q1	$338K	Hold	1,805	–	–	0.09%	63
2021 Q4	$295K	Hold	1,805	–	–	0.08%	68
2021 Q3	$302K	Hold	1,805	–	–	0.08%	69
2021 Q2	$298K	Hold	1,805	–	–	0.07%	71
2021 Q1	$255K	Sell	1,805 -85	-4%	-$11.2K	0.07%	76
2020 Q4	$229K	Buy	+1,890	New	+$209K	0.07%	80
2020 Q3	–	Sell	-2,350	Closed	-$224K	–	89
2020 Q2	$224K	Hold	2,350	–	–	0.08%	86
2020 Q1	$201K	Hold	2,350	–	–	0.1%	80
2019 Q4	$293K	Sell	2,350 -365	-13%	-$43.6K	0.1%	75
2019 Q3	$321K	Buy	+2,715	New	+$333K	0.11%	75
2017 Q2	–	Sell	-7,265	Closed	-$575K	–	63
2017 Q1	$575K	Buy	+7,265	New	+$568K	0.16%	84

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

Northside Capital Management's AXP Position: Q2 2026 in Review

Northside Capital Management held its American Express (AXP) position steady in Q2 2026 at 2,235 shares worth $756K. The position accounts for 0.06% of the portfolio, ranked #114.

Northside Capital Management first reported a position in AXP in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.2M in Q3 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Northside Capital Management held 2,235 shares of American Express worth $756K as of Q2 2026.
Northside Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of Northside Capital Management's portfolio in Q2 2026, its #114 holding.
Northside Capital Management first reported a position in American Express in Q1 2017 and has held it in 28 quarters since.
Northside Capital Management's American Express position peaked at $1.2M in Q3 2025.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.