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Northwest Wealth Management’s American Express AXP Stock Holding History

Northwest 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 		$388K Sell
1,148
-4
-0.3% -$1.28K 0.05% 165
2026
Q1 		$348K Buy
1,152
+4
+0.3% +$1.34K 0.05% 162
2025
Q4 		$425K Sell
1,148
-30
-3% -$10.7K 0.07% 137
2025
Q3 		$391K Buy
1,178
+23
+2% +$7.32K 0.06% 130
2025
Q2 		$368K Buy
1,155
+10
+0.9% +$2.81K 0.07% 127
2025
Q1 		$308K Sell
1,145
-3
-0.3% -$887 0.06% 134
2024
Q4 		$341K Sell
1,148
-32
-3% -$9.19K 0.07% 116
2024
Q3 		$320K Sell
1,180
-53
-4% -$13.2K 0.07% 119
2024
Q2 		$286K Buy
1,233
+7
+0.6% +$1.62K 0.07% 125
2024
Q1 		$279K Sell
1,226
-399
-25% -$82.7K 0.08% 132
2023
Q4 		$304K Buy
1,625
+14
+0.9% +$2.25K 0.09% 121
2023
Q3 		$240K Sell
1,611
-3
-0.2% -$491 0.09% 130
2023
Q2 		$281K Buy
1,614
+54
+3% +$8.71K 0.1% 122
2023
Q1 		$257K Buy
1,560
+60
+4% +$9.95K 0.1% 125
2022
Q4 		$222K Sell
1,500
-41
-3% -$6.08K 0.09% 128
2022
Q3 		$208K Buy
1,541
+21
+1% +$3.18K 0.09% 131
2022
Q2 		$211K Buy
1,520
+3
+0.2% +$496 0.09% 136
2022
Q1 		$284K Buy
1,517
+17
+1% +$3.07K 0.14% 109
2021
Q4 		$245K Buy
+1,500
New +$256K 0.11% 109

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Northwest Wealth Management reduced its American Express (AXP) stake by 0.35% in Q2 2026, selling an estimated $1.28K and leaving 1,148 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #165.

Northwest Wealth Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $425K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Northwest Wealth Management held 1,148 shares of American Express worth $388K as of Q2 2026.
  • Northwest Wealth Management sold 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Northwest Wealth Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Northwest Wealth Management's American Express position peaked at $425K in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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