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TrueNorth Wealth & Impact, LLC’s American Express AXP Stock Holding History

TrueNorth Wealth & Impact, LLC’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
Q3 		$1.54M Buy
+5,069
New +$1.69M 0.59% 36

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's AXP Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in American Express (AXP) in Q3 2026: 5,069 shares worth $1.54M. The stake represents 0.59% of the portfolio and ranks #36 among its holdings.

2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 5,069 shares of American Express worth $1.54M as of Q3 2026.
  • American Express was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • American Express made up 0.59% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #36 holding.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.