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Nicholas Hoffman & Company’s American Express AXP Stock Holding History

Nicholas Hoffman & Company’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 		$1.49M Buy
4,923
+2
+0% +$671 0.03% 103
2025
Q4 		$1.82M Sell
4,921
-75
-2% -$26.8K 0.04% 94
2025
Q3 		$1.66M Sell
4,996
-1,864
-27% -$593K 0.04% 93
2025
Q2 		$2.19M Buy
6,860
+3
+0% +$844 0.06% 73
2025
Q1 		$1.84M Sell
6,857
-532
-7% -$157K 0.07% 78
2024
Q4 		$2.19M Sell
7,389
-18
-0.2% -$5.17K 0.09% 63
2024
Q3 		$2.01M Sell
7,407
-223
-3% -$55.5K 0.08% 69
2024
Q2 		$1.77M Sell
7,630
-968
-11% -$224K 0.08% 69
2024
Q1 		$1.96M Sell
8,598
-2,933
-25% -$608K 0.1% 66
2023
Q4 		$2.16M Sell
11,531
-263
-2% -$42.3K 0.13% 59
2023
Q3 		$1.76M Buy
11,794
+32
+0.3% +$5.23K 0.13% 67
2023
Q2 		$2.05M Sell
11,762
-957
-8% -$154K 0.08% 57
2023
Q1 		$2.1M Sell
12,719
-137
-1% -$22.7K 0.19% 54
2022
Q4 		$1.9M Buy
12,856
+320
+3% +$47.4K 0.2% 58
2022
Q3 		$1.69M Buy
12,536
+807
+7% +$122K 0.08% 57
2022
Q2 		$1.63M Buy
11,729
+1,071
+10% +$177K 0.08% 61
2022
Q1 		$1.99M Buy
10,658
+159
+2% +$28.7K 0.08% 54
2021
Q4 		$1.72M Sell
10,499
-806
-7% -$137K 0.06% 64
2021
Q3 		$1.89M Buy
11,305
+109
+1% +$18.2K 0.33% 52
2021
Q2 		$1.85M Buy
11,196
+538
+5% +$84.3K 0.33% 52
2021
Q1 		$1.51M Buy
10,658
+939
+10% +$124K 0.3% 61
2020
Q4 		$1.18M Sell
9,719
-440
-4% -$48.7K 0.27% 70
2020
Q3 		$1.02M Buy
10,159
+21
+0.2% +$2.07K 0.27% 71
2020
Q2 		$965K Sell
10,138
-728
-7% -$67K 0.28% 71
2020
Q1 		$930K Buy
10,866
+248
+2% +$28.9K 0.31% 66
2019
Q4 		$1.32M Sell
10,618
-127
-1% -$15.2K 0.37% 60
2019
Q3 		$1.27M Sell
10,745
-786
-7% -$96.4K 0.39% 59
2019
Q2 		$1.42M Sell
11,531
-230
-2% -$27K 0.44% 55
2019
Q1 		$1.29M Sell
11,761
-1,477
-11% -$155K 0.41% 57
2018
Q4 		$1.26M Sell
13,238
-254
-2% -$26.6K 0.43% 53
2018
Q3 		$1.44M Sell
13,492
-140
-1% -$14.6K 0.48% 47
2018
Q2 		$1.34M Sell
13,632
-469
-3% -$46.1K 0.49% 48
2018
Q1 		$1.31M Sell
14,101
-240
-2% -$23.2K 0.51% 48
2017
Q4 		$1.42M Sell
14,341
-534
-4% -$50.9K 0.56% 46
2017
Q3 		$1.35M Sell
14,875
-170
-1% -$14.6K 0.57% 48
2017
Q2 		$1.27M Buy
15,045
+266
+2% +$21K 0.58% 48
2017
Q1 		$1.17M Sell
14,779
-1,508
-9% -$118K 0.55% 51
2016
Q4 		$1.23M Sell
16,287
-507
-3% -$35.1K 0.62% 48
2016
Q3 		$1.07M Sell
16,794
-94
-0.6% -$6.04K 0.59% 45
2016
Q2 		$1.03M Buy
+16,888
New +$1.07M 0.59% 43

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

Nicholas Hoffman & Company's AXP Position: Q1 2026 in Review

Nicholas Hoffman & Company increased its American Express (AXP) stake by 0.04% in Q1 2026, buying an estimated $671 and bringing the position to 4,923 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #103.

Nicholas Hoffman & Company first reported a position in AXP in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.19M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Nicholas Hoffman & Company held 4,923 shares of American Express worth $1.49M as of Q1 2026.
  • Nicholas Hoffman & Company bought 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.03% of Nicholas Hoffman & Company's portfolio in Q1 2026, its #103 holding.
  • Nicholas Hoffman & Company first reported a position in American Express in Q2 2016 and has held it in 40 quarters since.
  • Nicholas Hoffman & Company's American Express position peaked at $2.19M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.