NFJ Investment Group’s American Express AXP Stock Holding History

NFJ Investment 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
2025 Q3	–	Sell	-4,729	Closed	-$1.51M	–	269
2025 Q2	$1.51M	Buy	+4,729	New	+$1.33M	0.05%	223
2023 Q3	–	Sell	-6,929	Closed	-$1.21M	–	214
2023 Q2	$1.21M	Sell	6,929 -2,629	-28%	-$424K	0.03%	213
2023 Q1	$1.58M	Sell	9,558 -500	-5%	-$82.9K	0.04%	235
2022 Q4	$1.49M	Sell	10,058 -8,213	-45%	-$1.22M	0.04%	251
2022 Q3	$2.46M	Sell	18,271 -17,156	-48%	-$2.6M	0.06%	250
2022 Q2	$4.91M	Hold	35,427	–	–	0.12%	174
2022 Q1	$6.63M	Hold	35,427	–	–	0.13%	166
2021 Q4	$5.8M	Hold	35,427	–	–	0.11%	200
2021 Q3	$5.93M	Sell	35,427 -1,839	-5%	-$307K	0.12%	191
2021 Q2	$6.16M	Sell	37,266 -466	-1%	-$73K	0.12%	203
2021 Q1	$5.34M	Buy	+37,732	New	+$4.99M	0.11%	230

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NFJ Investment Group's AXP Position: Q3 2025 in Review

NFJ Investment Group sold out of American Express (AXP) in Q3 2025, closing a stake of 4,729 shares — an estimated $1.51M sold.

NFJ Investment Group first reported a position in AXP in Q1 2021 and held it in 11 quarters. The position peaked at $6.63M in Q1 2022. 2,748 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

NFJ Investment Group reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
NFJ Investment Group sold 4,729 American Express shares in Q3 2025, an estimated $1.51M.
NFJ Investment Group first reported a position in American Express in Q1 2021 and held it in 11 quarters.
NFJ Investment Group's American Express position peaked at $6.63M in Q1 2022.
2,748 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.