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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NBZ Investment Advisors's AXP Position: Q1 2026 in Review

NBZ Investment Advisors held its American Express (AXP) position steady in Q1 2026 at 5,238 shares worth $1.58M. The position accounts for 0.69% of the portfolio, ranked #23.

NBZ Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.09M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • NBZ Investment Advisors held 5,238 shares of American Express worth $1.58M as of Q1 2026.
  • NBZ Investment Advisors left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.69% of NBZ Investment Advisors's portfolio in Q1 2026, its #23 holding.
  • NBZ Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's American Express position peaked at $2.09M in Q1 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.