Northwest Capital Management’s American Express AXP Stock Holding History

Northwest 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
2025 Q4	$116K	Hold	313	–	–	0.5%	51
2025 Q3	$104K	Hold	313	–	–	0.11%	95
2025 Q2	$99.8K	Hold	313	–	–	0.05%	136
2025 Q1	$84.2K	Hold	313	–	–	0.03%	166
2024 Q4	$92.9K	Hold	313	–	–	0.04%	159
2024 Q3	$84.9K	Hold	313	–	–	0.03%	165
2024 Q2	$72.5K	Sell	313 -575	-65%	-$133K	0.03%	171
2024 Q1	$202K	Hold	888	–	–	0.06%	123
2023 Q4	$166K	Hold	888	–	–	0.06%	137
2023 Q3	$132K	Hold	888	–	–	0.05%	142
2023 Q2	$155K	Buy	+888	New	+$143K	0.06%	129

Other funds holding AXP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northwest Capital Management's AXP Position: Q4 2025 in Review

Northwest Capital Management held its American Express (AXP) position steady in Q4 2025 at 313 shares worth $116K. The position accounts for 0.5% of the portfolio, ranked #51.

Northwest Capital Management first reported a position in AXP in Q2 2023 and has held it in 11 quarters since. The position peaked at $202K in Q1 2024. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

Northwest Capital Management held 313 shares of American Express worth $116K as of Q4 2025.
Northwest Capital Management left its American Express share count unchanged in Q4 2025.
American Express made up 0.5% of Northwest Capital Management's portfolio in Q4 2025, its #51 holding.
Northwest Capital Management first reported a position in American Express in Q2 2023 and has held it in 11 quarters since.
Northwest Capital Management's American Express position peaked at $202K in Q1 2024.
3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.