Northwest & Ethical Investments’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.4M | Sell |
15,956
-11,171
| -41% | -$3.58M | 0.13% | 129 |
|
|
2026
Q1 | $8.21M | Buy |
27,127
+182
| +0.7% | +$61K | 0.19% | 123 |
|
|
2025
Q4 | $9.97M | Sell |
26,945
-5,853
| -18% | -$2.09M | 0.22% | 115 |
|
|
2025
Q3 | $10.9M | Buy |
32,798
+9,680
| +42% | +$3.08M | 0.26% | 109 |
|
|
2025
Q2 | $7.37M | Buy |
23,118
+2,784
| +14% | +$784K | 0.18% | 146 |
|
|
2025
Q1 | $5.47M | Sell |
20,334
-8,081
| -28% | -$2.39M | 0.15% | 166 |
|
|
2024
Q4 | $8.43M | Sell |
28,415
-14,335
| -34% | -$4.12M | 0.23% | 138 |
|
|
2024
Q3 | $11.6M | Sell |
42,750
-14,198
| -25% | -$3.54M | 0.31% | 111 |
|
|
2024
Q2 | $13.2M | Sell |
56,948
-877
| -2% | -$203K | 0.38% | 85 |
|
|
2024
Q1 | $13.2M | Sell |
57,825
-3,381
| -6% | -$701K | 0.38% | 86 |
|
|
2023
Q4 | $11.5M | Sell |
61,206
-1,219
| -2% | -$196K | 0.35% | 99 |
|
|
2023
Q3 | $9.31M | Sell |
62,425
-1,619
| -3% | -$265K | 0.31% | 108 |
|
|
2023
Q2 | $11.2M | Sell |
64,044
-26,503
| -29% | -$4.28M | 0.36% | 88 |
|
|
2023
Q1 | $14.9M | Sell |
90,547
-4,518
| -5% | -$749K | 0.5% | 60 |
|
|
2022
Q4 | $14M | Buy |
95,065
+25,246
| +36% | +$3.74M | 0.49% | 67 |
|
|
2022
Q3 | $9.42M | Buy |
69,819
+35,058
| +101% | +$5.31M | 0.38% | 86 |
|
|
2022
Q2 | $4.82M | Buy |
34,761
+170
| +0.5% | +$28.1K | 0.18% | 157 |
|
|
2022
Q1 | $6.47M | Sell |
34,591
-1,515
| -4% | -$274K | 0.21% | 132 |
|
|
2021
Q4 | $5.91M | Sell |
36,106
-15,624
| -30% | -$2.66M | 0.17% | 145 |
|
|
2021
Q3 | $8.67M | Sell |
51,730
-72,675
| -58% | -$12.2M | 0.28% | 108 |
|
|
2021
Q2 | $20.6M | Buy |
124,405
+62,529
| +101% | +$9.79M | 0.67% | 47 |
|
|
2021
Q1 | $8.75M | Sell |
61,876
-2,069
| -3% | -$273K | 0.31% | 101 |
|
|
2020
Q4 | $7.73M | Sell |
63,945
-12,028
| -16% | -$1.33M | 0.3% | 109 |
|
|
2020
Q3 | $7.62M | Buy |
75,973
+1,007
| +1% | +$99.1K | 0.34% | 98 |
|
|
2020
Q2 | $7.13M | Buy |
74,966
+14,746
| +24% | +$1.36M | 0.34% | 99 |
|
|
2020
Q1 | $5.16M | Buy |
+60,220
| New | +$7.01M | 0.3% | 108 |
|
|
2018
Q2 | – | Sell |
-26,100
| Closed | -$2.43M | – | 359 |
|
|
2018
Q1 | $2.43M | Hold |
26,100
| – | – | 0.16% | 192 |
|
|
2017
Q4 | $2.59M | Sell |
26,100
-11,900
| -31% | -$1.13M | 0.17% | 177 |
|
|
2017
Q3 | $3.44M | Sell |
38,000
-39,679
| -51% | -$3.41M | 0.21% | 131 |
|
|
2017
Q2 | $6.54M | Buy |
77,679
+1,000
| +1% | +$79.1K | 0.44% | 48 |
|
|
2017
Q1 | $6.07M | Buy |
76,679
+37,291
| +95% | +$2.92M | 0.41% | 53 |
|
|
2016
Q4 | $2.92M | Hold |
39,388
| – | – | 0.2% | 126 |
|
|
2016
Q3 | $2.52M | Sell |
39,388
-89,600
| -69% | -$5.76M | 0.18% | 134 |
|
|
2016
Q2 | $7.84M | Buy |
128,988
+10,300
| +9% | +$652K | 0.59% | 43 |
|
|
2016
Q1 | $7.29M | Buy |
118,688
+2,300
| +2% | +$134K | 0.49% | 65 |
|
|
2015
Q4 | $8.09M | Buy |
116,388
+7,687
| +7% | +$559K | 0.58% | 54 |
|
|
2015
Q3 | $8.06M | Hold |
108,701
| – | – | 0.62% | 45 |
|
|
2015
Q2 | $8.45M | Buy |
108,701
+68,280
| +169% | +$5.42M | 0.56% | 52 |
|
|
2015
Q1 | $3.16M | Sell |
40,421
-1,120
| -3% | -$93K | 0.22% | 123 |
|
|
2014
Q4 | $3.86M | Sell |
41,541
-5,000
| -11% | -$448K | 0.26% | 97 |
|
|
2014
Q3 | $4.07M | Hold |
46,541
| – | – | 0.27% | 93 |
|
|
2014
Q2 | $4.42M | Hold |
46,541
| – | – | 0.27% | 88 |
|
|
2014
Q1 | $4.19M | Sell |
46,541
-200
| -0.4% | -$17.9K | 0.27% | 89 |
|
|
2013
Q4 | $4.24M | Hold |
46,741
| – | – | 0.28% | 86 |
|
|
2013
Q3 | $3.53M | Sell |
46,741
-11,500
| -20% | -$865K | 0.26% | 89 |
|
|
2013
Q2 | $4.35M | Buy |
+58,241
| New | +$4.14M | 0.34% | 72 |
|
Other funds holding AXP
Northwest & Ethical Investments's AXP Position: Q2 2026 in Review
Northwest & Ethical Investments reduced its American Express (AXP) stake by 41% in Q2 2026, selling an estimated $3.58M and leaving 15,956 shares worth $5.4M. The position accounts for 0.13% of the portfolio, ranked #129.
Northwest & Ethical Investments first reported a position in AXP in Q2 2013 and has held it in 46 quarters since. The position peaked at $20.6M in Q2 2021. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Northwest & Ethical Investments held 15,956 shares of American Express worth $5.4M as of Q2 2026.
- Northwest & Ethical Investments sold 11,171 American Express shares in Q2 2026, an estimated $3.58M.
- American Express made up 0.13% of Northwest & Ethical Investments's portfolio in Q2 2026, its #129 holding.
- Northwest & Ethical Investments first reported a position in American Express in Q2 2013 and has held it in 46 quarters since.
- Northwest & Ethical Investments's American Express position peaked at $20.6M in Q2 2021.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.