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Northstar Advisory Group’s American Express AXP Stock Holding History

Northstar Advisory Group’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 		$1.25M Sell
3,698
-3,219
-47% -$1.03M 0.39% 50
2026
Q1 		$2.09M Buy
6,917
+1,574
+29% +$528K 0.78% 30
2025
Q4 		$1.98M Sell
5,343
-106
-2% -$37.9K 0.7% 41
2025
Q3 		$1.81M Sell
5,449
-4,949
-48% -$1.57M 0.74% 41
2025
Q2 		$3.32M Buy
10,398
+1,593
+18% +$448K 1.62% 20
2025
Q1 		$2.37M Sell
8,805
-1,527
-15% -$451K 1.55% 22
2024
Q4 		$3.07M Buy
10,332
+148
+1% +$42.5K 1.56% 20
2024
Q3 		$2.76M Sell
10,184
-3
-0% -$747 1.43% 20
2024
Q2 		$2.36M Buy
10,187
+535
+6% +$124K 1.36% 20
2024
Q1 		$2.31M Buy
9,652
+7,963
+471% +$1.65M 1.4% 24
2023
Q4 		$316K Buy
1,689
+341
+25% +$54.9K 0.19% 69
2023
Q3 		$201K Sell
1,348
-14,139
-91% -$2.31M 0.15% 92
2023
Q2 		$2.7M Buy
15,487
+840
+6% +$136K 1.76% 19
2023
Q1 		$2.42M Buy
+14,647
New +$2.43M 1.81% 13

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's AXP Position: Q2 2026 in Review

Northstar Advisory Group reduced its American Express (AXP) stake by 47% in Q2 2026, selling an estimated $1.03M and leaving 3,698 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #50.

Northstar Advisory Group first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.32M in Q2 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Northstar Advisory Group held 3,698 shares of American Express worth $1.25M as of Q2 2026.
  • Northstar Advisory Group sold 3,219 American Express shares in Q2 2026, an estimated $1.03M.
  • American Express made up 0.39% of Northstar Advisory Group's portfolio in Q2 2026, its #50 holding.
  • Northstar Advisory Group first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Northstar Advisory Group's American Express position peaked at $3.32M in Q2 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.