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TruNorth Capital Management’s American Express AXP Stock Holding History

TruNorth 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
2025
Q4 		– Sell
-89
Closed -$29.6K – 136
2025
Q3 		$29.6K Hold
89
– – 0.01% 251
2025
Q2 		$28.4K Sell
89
-73
-45% -$20.5K 0.01% 216
2025
Q1 		$43.6K Buy
162
+73
+82% +$21.6K 0.01% 227
2024
Q4 		$26.4K Hold
89
– – 0.01% 206
2024
Q3 		$24.1K Buy
89
+22
+33% +$5.48K 0.01% 212
2024
Q2 		$15.5K Buy
+67
New +$15.5K 0.01% 227

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TruNorth Capital Management's AXP Position: Q4 2025 in Review

TruNorth Capital Management sold out of American Express (AXP) in Q4 2025, closing a stake of 89 shares — an estimated $29.6K sold.

TruNorth Capital Management first reported a position in AXP in Q2 2024 and held it in 6 quarters. The position peaked at $43.6K in Q1 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • TruNorth Capital Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 89 American Express shares in Q4 2025, an estimated $29.6K.
  • TruNorth Capital Management first reported a position in American Express in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's American Express position peaked at $43.6K in Q1 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.