NorthStar Asset Management (New Jersey)’s American Express AXP Stock Holding History

NorthStar Asset Management (New Jersey)’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 Q1	$331K	Buy	1,096 +2	+0.2%	+$671	0.16%	72
2025 Q4	$405K	Buy	1,094 +1	+0.1%	+$358	0.18%	70
2025 Q3	$363K	Buy	1,093 +2	+0.2%	+$636	0.17%	71
2025 Q2	$348K	Buy	1,091 +24	+2%	+$6.75K	0.18%	68
2025 Q1	$287K	Sell	1,067 -8	-0.7%	-$2.37K	0.18%	67
2024 Q4	$319K	Buy	1,075 +2	+0.2%	+$575	0.2%	63
2024 Q3	$291K	Sell	1,073 -19	-2%	-$4.73K	0.19%	64
2024 Q2	$253K	Buy	1,092 +80	+8%	+$18.5K	0.18%	71
2024 Q1	$231K	Buy	+1,012	New	+$210K	0.17%	73

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NorthStar Asset Management (New Jersey)'s AXP Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) increased its American Express (AXP) stake by 0.18% in Q1 2026, buying an estimated $671 and bringing the position to 1,096 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #72.

NorthStar Asset Management (New Jersey) first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $405K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

NorthStar Asset Management (New Jersey) held 1,096 shares of American Express worth $331K as of Q1 2026.
NorthStar Asset Management (New Jersey) bought 2 American Express shares in Q1 2026, an estimated $671.
American Express made up 0.16% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #72 holding.
NorthStar Asset Management (New Jersey) first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
NorthStar Asset Management (New Jersey)'s American Express position peaked at $405K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.