True North Advisors’s American Express AXP Stock Holding History

True North Advisors’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	$528K	Buy	1,560 +65	+4%	+$20.8K	0.05%	173
2026 Q1	$452K	Sell	1,495 -203	-12%	-$68.1K	0.05%	175
2025 Q4	$628K	Sell	1,698 -33	-2%	-$11.8K	0.08%	142
2025 Q3	$575K	Buy	1,731 +48	+3%	+$15.3K	0.09%	119
2025 Q2	$537K	Buy	1,683 +235	+16%	+$66.1K	0.1%	126
2025 Q1	$390K	Buy	1,448 +155	+12%	+$45.8K	0.07%	162
2024 Q4	$384K	Buy	1,293 +143	+12%	+$41.1K	0.09%	121
2024 Q3	$312K	Hold	1,150	–	–	0.08%	130
2024 Q2	$266K	Hold	1,150	–	–	0.07%	156
2024 Q1	$262K	Sell	1,150 -5	-0.4%	-$1.04K	0.07%	157
2023 Q4	$216K	Sell	1,155 -7,329	-86%	-$1.18M	0.06%	174
2023 Q3	$1.27M	Sell	8,484 -3,666	-30%	-$600K	0.39%	49
2023 Q2	$2.12M	Buy	12,150 +1,150	+10%	+$186K	0.6%	34
2023 Q1	$1.81M	Hold	11,000	–	–	0.53%	44
2022 Q4	$1.63M	Hold	11,000	–	–	0.55%	45
2022 Q3	$1.48M	Hold	11,000	–	–	0.49%	50
2022 Q2	$1.52M	Hold	11,000	–	–	0.47%	51
2022 Q1	$2.06M	Hold	11,000	–	–	0.55%	43
2021 Q4	$1.8M	Hold	11,000	–	–	0.3%	73
2021 Q3	$1.84M	Hold	11,000	–	–	0.36%	67
2021 Q2	$1.82M	Hold	11,000	–	–	0.38%	60
2021 Q1	$1.55M	Hold	11,000	–	–	0.37%	60
2020 Q4	$1.33M	Sell	11,000 -14	-0.1%	-$1.55K	0.34%	67
2020 Q3	$1.1M	Sell	11,014 -126	-1%	-$12.4K	0.32%	69
2020 Q2	$1.06M	Buy	+11,140	New	+$1.03M	0.25%	76

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

True North Advisors's AXP Position: Q2 2026 in Review

True North Advisors increased its American Express (AXP) stake by 4.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,560 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #173.

True North Advisors first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.12M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

True North Advisors held 1,560 shares of American Express worth $528K as of Q2 2026.
True North Advisors bought 65 American Express shares in Q2 2026, an estimated $20.8K.
American Express made up 0.05% of True North Advisors's portfolio in Q2 2026, its #173 holding.
True North Advisors first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
True North Advisors's American Express position peaked at $2.12M in Q2 2023.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.