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NFC Investments’s American Express AXP Stock Holding History

NFC Investments’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 		$12.9M Sell
38,050
-80
-0.2% -$25.6K 3.27% 12
2026
Q1 		$11.6M Sell
38,130
-653
-2% -$219K 3.22% 12
2025
Q4 		$14.3M Sell
38,783
-822
-2% -$294K 4.05% 9
2025
Q3 		$13.2M Sell
39,605
-3,080
-7% -$980K 3.81% 9
2025
Q2 		$13.6M Buy
42,685
+1,495
+4% +$421K 3.89% 8
2025
Q1 		$11.1M Sell
41,190
-1,135
-3% -$335K 3.29% 10
2024
Q4 		$12.6M Sell
42,325
-282
-0.7% -$81K 3.47% 10
2024
Q3 		$11.6M Sell
42,607
-10
-0% -$2.49K 3.32% 12
2024
Q2 		$9.87M Hold
42,617
– – 2.83% 14
2024
Q1 		$9.7M Buy
42,617
+40
+0.1% +$8.29K 2.79% 14
2023
Q4 		$7.98M Buy
+42,577
New +$6.85M 2.47% 15
2023
Q2 		$7.43M Buy
42,682
+505
+1% +$81.5K 2.45% 15
2023
Q1 		$6.96M Sell
42,177
-2,950
-7% -$489K 2.58% 15
2022
Q4 		$6.67M Sell
45,127
-24,575
-35% -$3.64M 2.06% 15
2022
Q3 		$9.4M Sell
69,702
-185
-0.3% -$28K 2.53% 15
2022
Q2 		$9.69M Buy
69,887
+1,025
+1% +$169K 2.63% 15
2022
Q1 		$12.9M Buy
68,862
+325
+0.5% +$58.7K 2.88% 14
2021
Q4 		$11.2M Sell
68,537
-855
-1% -$146K 2.33% 15
2021
Q3 		$11.6M Buy
69,392
+60
+0.1% +$10K 2.53% 14
2021
Q2 		$11.5M Buy
69,332
+140
+0.2% +$21.9K 3.01% 13
2021
Q1 		$9.79M Sell
69,192
-2,370
-3% -$313K 2.61% 14
2020
Q4 		$8.65M Hold
71,562
– – 2.51% 15
2020
Q3 		$7.17M Sell
71,562
-635
-0.9% -$62.5K 2.7% 15
2020
Q2 		$6.87M Sell
72,197
-10,540
-13% -$970K 2.66% 16
2020
Q1 		$7.08M Buy
+82,737
New +$9.63M 2.93% 15

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

NFC Investments's AXP Position: Q2 2026 in Review

NFC Investments reduced its American Express (AXP) stake by 0.21% in Q2 2026, selling an estimated $25.6K and leaving 38,050 shares worth $12.9M. The position accounts for 3.27% of the portfolio, ranked #12.

NFC Investments first reported a position in AXP in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.3M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • NFC Investments held 38,050 shares of American Express worth $12.9M as of Q2 2026.
  • NFC Investments sold 80 American Express shares in Q2 2026, an estimated $25.6K.
  • American Express made up 3.27% of NFC Investments's portfolio in Q2 2026, its #12 holding.
  • NFC Investments first reported a position in American Express in Q1 2020 and has held it in 25 quarters since.
  • NFC Investments's American Express position peaked at $14.3M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NFC Investments's 13F filing for Q2 2026, filed 13 Aug 2026.