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 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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Nadler Financial Group's AXP Position: Q2 2026 in Review

Nadler Financial Group increased its American Express (AXP) stake by 8.8% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,281 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #96.

Nadler Financial Group first reported a position in AXP in Q2 2019 and has held it in 14 quarters since. The position peaked at $493K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Nadler Financial Group held 1,281 shares of American Express worth $433K as of Q2 2026.
Nadler Financial Group bought 104 American Express shares in Q2 2026, an estimated $33.3K.
American Express made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #96 holding.
Nadler Financial Group first reported a position in American Express in Q2 2019 and has held it in 14 quarters since.
Nadler Financial Group's American Express position peaked at $493K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.