NFP Retirement Inc’s American Express AXP Stock Holding History

NFP Retirement Inc’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	$501K	Sell	1,656 -3	-0.2%	-$1.01K	0.03%	194
2025 Q4	$614K	Buy	1,659 +6	+0.4%	+$2.15K	0.04%	173
2025 Q3	$549K	Sell	1,653 -55	-3%	-$17.5K	0.04%	185
2025 Q2	$545K	Buy	1,708 +13	+0.8%	+$3.66K	0.04%	192
2025 Q1	$456K	Hold	1,695	–	–	0.04%	190
2024 Q4	$503K	Buy	1,695 +1	+0.1%	+$287	0.04%	187
2024 Q3	$460K	Hold	1,694	–	–	0.04%	192
2024 Q2	$392K	Hold	1,694	–	–	0.03%	205
2024 Q1	$386K	Buy	1,694 +56	+3%	+$11.6K	0.03%	201
2023 Q4	$307K	Hold	1,638	–	–	0.05%	185
2023 Q3	$244K	Sell	1,638 -33	-2%	-$5.4K	0.05%	200
2023 Q2	$291K	Hold	1,671	–	–	0.05%	185
2023 Q1	$276K	Hold	1,671	–	–	0.05%	198
2022 Q4	$247K	Buy	1,671 +1	+0.1%	+$148	0.05%	210
2022 Q3	$225K	Hold	1,670	–	–	0.06%	203
2022 Q2	$232K	Sell	1,670 -102	-6%	-$16.8K	0.06%	208
2022 Q1	$331K	Buy	+1,772	New	+$320K	0.08%	170

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

NFP Retirement Inc's AXP Position: Q1 2026 in Review

NFP Retirement Inc reduced its American Express (AXP) stake by 0.18% in Q1 2026, selling an estimated $1.01K and leaving 1,656 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #194.

NFP Retirement Inc first reported a position in AXP in Q1 2022 and has held it in 17 quarters since. The position peaked at $614K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

NFP Retirement Inc held 1,656 shares of American Express worth $501K as of Q1 2026.
NFP Retirement Inc sold 3 American Express shares in Q1 2026, an estimated $1.01K.
American Express made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #194 holding.
NFP Retirement Inc first reported a position in American Express in Q1 2022 and has held it in 17 quarters since.
NFP Retirement Inc's American Express position peaked at $614K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.