Nadler Financial Group
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Nadler Financial Group’s American Express AXP Stock Holding History

Nadler Financial Group’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 		$339K Sell
1,115
-166
-13% -$55.5K 0.03% 107
2026
Q2 		$433K Buy
1,281
+104
+9% +$33.3K 0.04% 96
2026
Q1 		$356K Sell
1,177
-156
-12% -$52.3K 0.03% 99
2025
Q4 		$493K Buy
1,333
+56
+4% +$20K 0.05% 80
2025
Q3 		$424K Buy
1,277
+100
+8% +$31.8K 0.04% 92
2025
Q2 		$375K Hold
1,177
– – 0.04% 90
2025
Q1 		$317K Hold
1,177
– – 0.04% 91
2024
Q4 		$349K Hold
1,177
– – 0.04% 89
2024
Q3 		$319K Buy
1,177
+110
+10% +$27.4K 0.04% 88
2024
Q2 		$247K Hold
1,067
– – 0.03% 97
2024
Q1 		$243K Buy
+1,067
New +$221K 0.03% 96
2022
Q2 		– Sell
-1,102
Closed -$206K – 107
2022
Q1 		$206K Buy
+1,102
New +$199K 0.03% 117
2021
Q4 		– Sell
-1,208
Closed -$202K – 133
2021
Q3 		$202K Buy
+1,208
New +$202K 0.03% 122
2020
Q1 		– Sell
-1,689
Closed -$210K – 89
2019
Q4 		$210K Buy
+1,689
New +$202K 0.05% 97
2019
Q3 		– Sell
-1,763
Closed -$218K – 87
2019
Q2 		$218K Buy
+1,763
New +$207K 0.06% 77

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Nadler Financial Group's AXP Position: Q3 2026 in Review

Nadler Financial Group reduced its American Express (AXP) stake by 13% in Q3 2026, selling an estimated $55.5K and leaving 1,115 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #107.

Nadler Financial Group first reported a position in AXP in Q2 2019 and has held it in 15 quarters since. The position peaked at $493K in Q4 2025. 1,341 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Nadler Financial Group held 1,115 shares of American Express worth $339K as of Q3 2026.
  • Nadler Financial Group sold 166 American Express shares in Q3 2026, an estimated $55.5K.
  • American Express made up 0.03% of Nadler Financial Group's portfolio in Q3 2026, its #107 holding.
  • Nadler Financial Group first reported a position in American Express in Q2 2019 and has held it in 15 quarters since.
  • Nadler Financial Group's American Express position peaked at $493K in Q4 2025.
  • 1,341 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Nadler Financial Group's 13F filing for Q3 2026, filed 23 Oct 2026.