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Novare Capital Management’s American Express AXP Stock Holding History

Novare 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
2026
Q1 		$241K Sell
798
-7
-0.9% -$2.35K 0.02% 182
2025
Q4 		$298K Buy
805
+7
+0.9% +$2.5K 0.02% 163
2025
Q3 		$265K Sell
798
-89
-10% -$28.3K 0.02% 174
2025
Q2 		$283K Sell
887
-232
-21% -$65.3K 0.02% 170
2025
Q1 		$301K Sell
1,119
-85
-7% -$25.1K 0.03% 165
2024
Q4 		$357K Buy
1,204
+82
+7% +$23.6K 0.03% 150
2024
Q3 		$304K Hold
1,122
– – 0.03% 156
2024
Q2 		$260K Sell
1,122
-55
-5% -$12.7K 0.02% 162
2024
Q1 		$268K Buy
+1,177
New +$244K 0.02% 153
2016
Q2 		– Sell
-5,405
Closed -$332K – 109
2016
Q1 		$332K Sell
5,405
-35,996
-87% -$2.09M 0.09% 100
2015
Q4 		$2.88M Sell
41,401
-27,988
-40% -$2.04M 0.79% 53
2015
Q3 		$5.14M Buy
69,389
+45
+0.1% +$3.46K 1.42% 32
2015
Q2 		$5.39M Buy
69,344
+2,142
+3% +$170K 1.33% 33
2015
Q1 		$5.25M Buy
67,202
+13,315
+25% +$1.11M 1.3% 38
2014
Q4 		$5.01M Buy
53,887
+2,110
+4% +$189K 1.25% 37
2014
Q3 		$4.53M Buy
51,777
+3,065
+6% +$276K 1.11% 42
2014
Q2 		$4.62M Buy
48,712
+965
+2% +$87K 1.12% 41
2014
Q1 		$4.3M Sell
47,747
-1,266
-3% -$113K 1.15% 39
2013
Q4 		$4.45M Sell
49,013
-1,190
-2% -$97.8K 1.23% 36
2013
Q3 		$3.79M Sell
50,203
-9,011
-15% -$678K 1.18% 36
2013
Q2 		$4.43M Buy
+59,214
New +$4.21M 1.49% 23

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

Novare Capital Management's AXP Position: Q1 2026 in Review

Novare Capital Management reduced its American Express (AXP) stake by 0.87% in Q1 2026, selling an estimated $2.35K and leaving 798 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #182.

Novare Capital Management first reported a position in AXP in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.39M in Q2 2015. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Novare Capital Management held 798 shares of American Express worth $241K as of Q1 2026.
  • Novare Capital Management sold 7 American Express shares in Q1 2026, an estimated $2.35K.
  • American Express made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #182 holding.
  • Novare Capital Management first reported a position in American Express in Q2 2013 and has held it in 21 quarters since.
  • Novare Capital Management's American Express position peaked at $5.39M in Q2 2015.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.