Northwest Quadrant Wealth Management’s American Express AXP Stock Holding History

Northwest Quadrant Wealth 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
2026 Q2	$356K	Buy	1,052 +3	+0.3%	+$961	0.07%	49
2026 Q1	$317K	Buy	1,049 +2	+0.2%	+$671	0.07%	45
2025 Q4	$387K	Buy	1,047 +2	+0.2%	+$716	0.08%	40
2025 Q3	$347K	Buy	1,045 +3	+0.3%	+$954	0.07%	45
2025 Q2	$332K	Buy	1,042 +3	+0.3%	+$844	0.07%	45
2025 Q1	$280K	Buy	1,039 +1	+0.1%	+$296	0.07%	46
2024 Q4	$308K	Buy	1,038 +273	+36%	+$78.4K	0.07%	52
2024 Q3	$207K	Buy	+765	New	+$190K	0.05%	65
2022 Q2	–	Sell	-1,147	Closed	-$215K	–	60
2022 Q1	$215K	Buy	+1,147	New	+$207K	0.06%	65

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Northwest Quadrant Wealth Management's AXP Position: Q2 2026 in Review

Northwest Quadrant Wealth Management increased its American Express (AXP) stake by 0.29% in Q2 2026, buying an estimated $961 and bringing the position to 1,052 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #49.

Northwest Quadrant Wealth Management first reported a position in AXP in Q1 2022 and has held it in 9 quarters since. The position peaked at $387K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Northwest Quadrant Wealth Management held 1,052 shares of American Express worth $356K as of Q2 2026.
Northwest Quadrant Wealth Management bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.07% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #49 holding.
Northwest Quadrant Wealth Management first reported a position in American Express in Q1 2022 and has held it in 9 quarters since.
Northwest Quadrant Wealth Management's American Express position peaked at $387K in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Northwest Quadrant Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.