NBT Bank’s American Express AXP Stock Holding History

NBT Bank’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	$4.56M	Sell	15,083 -625	-4%	-$210K	0.3%	83
2025 Q4	$5.81M	Sell	15,708 -983	-6%	-$352K	0.38%	69
2025 Q3	$5.54M	Sell	16,691 -368	-2%	-$117K	0.36%	73
2025 Q2	$5.44M	Sell	17,059 -310	-2%	-$87.2K	0.37%	74
2025 Q1	$4.67M	Sell	17,369 -1,603	-8%	-$474K	0.34%	80
2024 Q4	$5.63M	Sell	18,972 -412	-2%	-$118K	0.39%	67
2024 Q3	$5.26M	Sell	19,384 -1,106	-5%	-$275K	0.35%	71
2024 Q2	$4.74M	Buy	20,490 +818	+4%	+$189K	0.34%	69
2024 Q1	$4.48M	Sell	19,672 -173	-0.9%	-$35.9K	0.33%	71
2023 Q4	$3.72M	Buy	19,845 +658	+3%	+$106K	0.29%	84
2023 Q3	$2.86M	Buy	19,187 +14,150	+281%	+$2.31M	0.27%	80
2023 Q2	$877K	Sell	5,037 -120	-2%	-$19.4K	0.13%	138
2023 Q1	$851K	Hold	5,157	–	–	0.12%	140
2022 Q4	$762K	Sell	5,157 -291	-5%	-$43.1K	0.11%	143
2022 Q3	$735K	Sell	5,448 -337	-6%	-$51K	0.12%	139
2022 Q2	$802K	Sell	5,785 -25	-0.4%	-$4.13K	0.12%	135
2022 Q1	$1.09M	Sell	5,810 -37	-0.6%	-$6.68K	0.15%	129
2021 Q4	$956K	Sell	5,847 -70	-1%	-$11.9K	0.12%	131
2021 Q3	$991K	Buy	5,917 +61	+1%	+$10.2K	0.14%	131
2021 Q2	$968K	Sell	5,856 -55	-0.9%	-$8.61K	0.13%	133
2021 Q1	$836K	Sell	5,911 -2,022	-25%	-$267K	0.12%	137
2020 Q4	$959K	Sell	7,933 -140	-2%	-$15.5K	0.15%	128
2020 Q3	$809K	Sell	8,073 -705	-8%	-$69.4K	0.13%	132
2020 Q2	$836K	Sell	8,778 -435	-5%	-$40.1K	0.15%	125
2020 Q1	$789K	Hold	9,213	–	–	0.16%	123
2019 Q4	$1.15M	Buy	9,213 +1,647	+22%	+$197K	0.18%	119
2019 Q3	$895K	Sell	7,566 -173	-2%	-$21.2K	0.16%	121
2019 Q2	$955K	Sell	7,739 -157	-2%	-$18.4K	0.17%	117
2019 Q1	$863K	Buy	7,896 +253	+3%	+$26.6K	0.16%	122
2018 Q4	$728K	Sell	7,643 -306	-4%	-$32K	0.12%	126
2018 Q3	$846K	Sell	7,949 -345	-4%	-$35.9K	0.14%	126
2018 Q2	$813K	Sell	8,294 -105	-1%	-$10.3K	0.15%	122
2018 Q1	$783K	Sell	8,399 -1,880	-18%	-$182K	0.13%	129
2017 Q4	$1.02M	Sell	10,279 -2,579	-20%	-$246K	0.16%	116
2017 Q3	$1.16M	Sell	12,858 -4,571	-26%	-$393K	0.19%	114
2017 Q2	$1.47M	Sell	17,429 -1,429	-8%	-$113K	0.24%	101
2017 Q1	$1.49M	Sell	18,858 -415	-2%	-$32.4K	0.25%	99
2016 Q4	$1.43M	Sell	19,273 -14,967	-44%	-$1.04M	0.25%	98
2016 Q3	$2.19M	Sell	34,240 -1,070	-3%	-$68.7K	0.38%	79
2016 Q2	$2.15M	Sell	35,310 -1,448	-4%	-$91.7K	0.37%	80
2016 Q1	$2.26M	Sell	36,758 -753	-2%	-$43.8K	0.4%	76
2015 Q4	$2.61M	Buy	37,511 +595	+2%	+$43.3K	0.47%	67
2015 Q3	$2.74M	Sell	36,916 -3,233	-8%	-$249K	0.51%	63
2015 Q2	$3.12M	Sell	40,149 -200	-0.5%	-$15.9K	0.51%	65
2015 Q1	$3.15M	Buy	40,349 +473	+1%	+$39.3K	0.5%	65
2014 Q4	$3.71M	Sell	39,876 -162	-0.4%	-$14.5K	0.58%	59
2014 Q3	$3.5M	Sell	40,038 -5,866	-13%	-$528K	0.56%	59
2014 Q2	$4.36M	Buy	45,904 +2,343	+5%	+$211K	0.66%	52
2014 Q1	$3.92M	Sell	43,561 -27	-0.1%	-$2.41K	0.57%	59
2013 Q4	$3.96M	Buy	43,588 +10,748	+33%	+$883K	0.57%	58
2013 Q3	$2.48M	Buy	32,840 +14,354	+78%	+$1.08M	0.37%	84
2013 Q2	$1.38M	Buy	+18,486	New	+$1.32M	0.21%	104

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

NBT Bank's AXP Position: Q1 2026 in Review

NBT Bank reduced its American Express (AXP) stake by 4% in Q1 2026, selling an estimated $210K and leaving 15,083 shares worth $4.56M. The position accounts for 0.3% of the portfolio, ranked #83.

NBT Bank first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.81M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

NBT Bank held 15,083 shares of American Express worth $4.56M as of Q1 2026.
NBT Bank sold 625 American Express shares in Q1 2026, an estimated $210K.
American Express made up 0.3% of NBT Bank's portfolio in Q1 2026, its #83 holding.
NBT Bank first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
NBT Bank's American Express position peaked at $5.81M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.