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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
2026
Q1 		– Sell
-38
Closed -$14.1K – 419
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Nalls Sherbakoff Group's AXP Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of American Express (AXP) in Q1 2026, closing a stake of 38 shares — an estimated $14.1K sold.

Nalls Sherbakoff Group first reported a position in AXP in Q1 2023 and held it in 8 quarters. The position peaked at $14.1K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 38 American Express shares in Q1 2026, an estimated $14.1K.
  • Nalls Sherbakoff Group first reported a position in American Express in Q1 2023 and held it in 8 quarters.
  • Nalls Sherbakoff Group's American Express position peaked at $14.1K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.