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

NorthStar Asset Management (Pennsylvania)’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 		$408K Hold
1,350
– – 0.09% 105
2025
Q4 		$499K Hold
1,350
– – 0.11% 93
2025
Q3 		$448K Hold
1,350
– – 0.1% 103
2025
Q2 		$431K Hold
1,350
– – 0.1% 106
2025
Q1 		$363K Hold
1,350
– – 0.09% 116
2024
Q4 		$401K Sell
1,350
-125
-8% -$35.9K 0.09% 106
2024
Q3 		$400K Hold
1,475
– – 0.09% 108
2024
Q2 		$342K Sell
1,475
-1,106
-43% -$256K 0.08% 118
2024
Q1 		$588K Buy
2,581
+25
+1% +$5.18K 0.14% 89
2023
Q4 		$479K Hold
2,556
– – 0.13% 93
2023
Q3 		$381K Hold
2,556
– – 0.11% 101
2023
Q2 		$445K Buy
2,556
+18
+0.7% +$2.9K 0.12% 96
2023
Q1 		$419K Buy
2,538
+32
+1% +$5.31K 0.12% 99
2022
Q4 		$370K Buy
2,506
+25
+1% +$3.7K 0.12% 105
2022
Q3 		$335K Buy
2,481
+100
+4% +$15.1K 0.11% 105
2022
Q2 		$330K Hold
2,381
– – 0.1% 108
2022
Q1 		$445K Buy
2,381
+175
+8% +$31.6K 0.11% 98
2021
Q4 		$360K Buy
2,206
+50
+2% +$8.53K 0.08% 114
2021
Q3 		$361K Hold
2,156
– – 0.09% 111
2021
Q2 		$357K Sell
2,156
-1,000
-32% -$157K 0.09% 109
2021
Q1 		$447K Sell
3,156
-200
-6% -$26.4K 0.13% 95
2020
Q4 		$406K Buy
3,356
+200
+6% +$22.1K 0.12% 97
2020
Q3 		$317K Buy
3,156
+175
+6% +$17.2K 0.1% 104
2020
Q2 		$284K Hold
2,981
– – 0.1% 106
2020
Q1 		$256K Hold
2,981
– – 0.12% 98
2019
Q4 		$372K Sell
2,981
-70
-2% -$8.37K 0.14% 85
2019
Q3 		$361K Hold
3,051
– – 0.14% 89
2019
Q2 		$376K Hold
3,051
– – 0.15% 88
2019
Q1 		$334K Hold
3,051
– – 0.14% 90
2018
Q4 		$291K Hold
3,051
– – 0.14% 88
2018
Q3 		$325K Buy
+3,051
New +$317K 0.13% 100

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
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 (Pennsylvania)'s AXP Position: Q1 2026 in Review

NorthStar Asset Management (Pennsylvania) held its American Express (AXP) position steady in Q1 2026 at 1,350 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #105.

NorthStar Asset Management (Pennsylvania) first reported a position in AXP in Q3 2018 and has held it in 31 quarters since. The position peaked at $588K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • NorthStar Asset Management (Pennsylvania) held 1,350 shares of American Express worth $408K as of Q1 2026.
  • NorthStar Asset Management (Pennsylvania) left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.09% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q1 2026, its #105 holding.
  • NorthStar Asset Management (Pennsylvania) first reported a position in American Express in Q3 2018 and has held it in 31 quarters since.
  • NorthStar Asset Management (Pennsylvania)'s American Express position peaked at $588K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q1 2026, filed 23 Apr 2026.