First Nebraska Trust’s American Express AXP Stock Holding History

First Nebraska Trust’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	$295K	Hold	975	–	–	0.03%	184
2025 Q4	$361K	Sell	975 -30	-3%	-$10.7K	0.03%	161
2025 Q3	$334K	Hold	1,005	–	–	0.03%	153
2025 Q2	$321K	Buy	1,005 +5	+0.5%	+$1.41K	0.03%	155
2025 Q1	$269K	Buy	1,000 +45	+5%	+$13.3K	0.03%	170
2024 Q4	$283K	Hold	955	–	–	0.03%	165
2024 Q3	$259K	Hold	955	–	–	0.03%	178
2024 Q2	$221K	Hold	955	–	–	0.02%	187
2024 Q1	$217K	Buy	+955	New	+$198K	0.02%	185
2020 Q3	–	Sell	-4,524	Closed	-$431K	–	156
2020 Q2	$431K	Hold	4,524	–	–	0.08%	106
2020 Q1	$387K	Buy	4,524 +300	+7%	+$34.9K	0.09%	102
2019 Q4	$526K	Hold	4,224	–	–	0.09%	94
2019 Q3	$500K	Hold	4,224	–	–	0.08%	95
2019 Q2	$521K	Hold	4,224	–	–	0.09%	92
2019 Q1	$462K	Hold	4,224	–	–	0.08%	94
2018 Q4	$403K	Hold	4,224	–	–	0.08%	94
2018 Q3	$450K	Hold	4,224	–	–	0.08%	94
2018 Q2	$414K	Hold	4,224	–	–	0.09%	94
2018 Q1	$394K	Hold	4,224	–	–	0.08%	95
2017 Q4	$419K	Hold	4,224	–	–	0.09%	91
2017 Q3	$382K	Sell	4,224 -900	-18%	-$77.3K	0.08%	93
2017 Q2	$432K	Hold	5,124	–	–	0.1%	93
2017 Q1	$405K	Hold	5,124	–	–	0.09%	89
2016 Q4	$380K	Hold	5,124	–	–	0.09%	79
2016 Q3	$328K	Sell	5,124 -300	-6%	-$19.3K	0.08%	79
2016 Q2	$330K	Hold	5,424	–	–	0.09%	80
2016 Q1	$333K	Hold	5,424	–	–	0.09%	78
2015 Q4	$377K	Buy	5,424 +153	+3%	+$11.1K	0.11%	73
2015 Q3	$391K	Buy	5,271 +300	+6%	+$23.1K	0.12%	67
2015 Q2	$386K	Hold	4,971	–	–	0.12%	69
2015 Q1	$388K	Hold	4,971	–	–	0.11%	68
2014 Q4	$463K	Hold	4,971	–	–	0.13%	68
2014 Q3	$435K	Hold	4,971	–	–	0.12%	69
2014 Q2	$472K	Hold	4,971	–	–	0.14%	68
2014 Q1	$448K	Hold	4,971	–	–	0.14%	65
2013 Q4	$451K	Hold	4,971	–	–	0.14%	67
2013 Q3	$375K	Buy	+4,971	New	+$374K	0.13%	67

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Nebraska Trust's AXP Position: Q1 2026 in Review

First Nebraska Trust held its American Express (AXP) position steady in Q1 2026 at 975 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #184.

First Nebraska Trust first reported a position in AXP in Q3 2013 and has held it in 37 quarters since. The position peaked at $526K in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

First Nebraska Trust held 975 shares of American Express worth $295K as of Q1 2026.
First Nebraska Trust left its American Express share count unchanged in Q1 2026.
American Express made up 0.03% of First Nebraska Trust's portfolio in Q1 2026, its #184 holding.
First Nebraska Trust first reported a position in American Express in Q3 2013 and has held it in 37 quarters since.
First Nebraska Trust's American Express position peaked at $526K in Q4 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.