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NBZ Investment Advisors’s American Express AXP Stock Holding History

NBZ Investment Advisors’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 		$2.49M Buy
7,350
+2,112
+40% +$676K 0.97% 21
2026
Q1 		$1.58M Hold
5,238
– – 0.69% 23
2025
Q4 		$1.94M Sell
5,238
-166
-3% -$59.4K 0.84% 22
2025
Q3 		$1.79M Sell
5,404
-19
-0.4% -$6.04K 0.94% 20
2025
Q2 		$1.73M Sell
5,423
-2,339
-30% -$658K 0.98% 21
2025
Q1 		$2.09M Buy
7,762
+2,403
+45% +$710K 1.2% 18
2024
Q4 		$1.59M Buy
+5,359
New +$1.54M 0.89% 18

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 $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NBZ Investment Advisors's AXP Position: Q2 2026 in Review

NBZ Investment Advisors increased its American Express (AXP) stake by 40% in Q2 2026, buying an estimated $676K and bringing the position to 7,350 shares worth $2.49M. The position accounts for 0.97% of the portfolio, ranked #21.

NBZ Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • NBZ Investment Advisors held 7,350 shares of American Express worth $2.49M as of Q2 2026.
  • NBZ Investment Advisors bought 2,112 American Express shares in Q2 2026, an estimated $676K.
  • American Express made up 0.97% of NBZ Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • NBZ Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.