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Nalls Sherbakoff Group’s American Express AXP Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$14.1K Hold
38
– – 0.01% 303
2025
Q3 		$12.6K Hold
38
– – 0.01% 311
2025
Q2 		$12.1K Hold
38
– – 0.01% 311
2025
Q1 		$10.2K Buy
+38
New +$11.2K 0.01% 292
2023
Q4 		$7.12K Hold
38
– – 0.01% 288
2023
Q3 		$5.67K Hold
38
– – 0.01% 289
2023
Q2 		$6.03K Hold
38
– – 0.01% 289
2023
Q1 		$6.17K Buy
+38
New +$6.3K 0.01% 289

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

Nalls Sherbakoff Group's AXP Position: Q4 2025 in Review

Nalls Sherbakoff Group held its American Express (AXP) position steady in Q4 2025 at 38 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #303.

Nalls Sherbakoff Group first reported a position in AXP in Q1 2023 and has held it in 8 quarters since. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Nalls Sherbakoff Group held 38 shares of American Express worth $14.1K as of Q4 2025.
  • Nalls Sherbakoff Group left its American Express share count unchanged in Q4 2025.
  • American Express made up 0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #303 holding.
  • Nalls Sherbakoff Group first reported a position in American Express in Q1 2023 and has held it in 8 quarters since.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.