Nichols & Pratt Advisers’s American Express AXP Stock Holding History

Nichols & Pratt Advisers’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	–	Sell	-625	Closed	-$231K	–	107
2025 Q4	$231K	Hold	625	–	–	0.01%	99
2025 Q3	$208K	Sell	625 -25	-4%	-$7.95K	0.01%	104
2025 Q2	$207K	Buy	+650	New	+$183K	0.01%	104
2025 Q1	–	Sell	-700	Closed	-$208K	–	98
2024 Q4	$208K	Buy	+700	New	+$201K	0.01%	100
2024 Q2	–	Sell	-1,250	Closed	-$285K	–	100
2024 Q1	$285K	Hold	1,250	–	–	0.02%	92
2023 Q4	$234K	Buy	+1,250	New	+$201K	0.02%	97
2019 Q1	–	Sell	-2,300	Closed	-$219K	–	106
2018 Q4	$219K	Sell	2,300 -300	-12%	-$31.4K	0.02%	97
2018 Q3	$277K	Hold	2,600	–	–	0.02%	100
2018 Q2	$255K	Hold	2,600	–	–	0.02%	101
2018 Q1	$243K	Hold	2,600	–	–	0.02%	106
2017 Q4	$258K	Hold	2,600	–	–	0.02%	100
2017 Q3	$235K	Hold	2,600	–	–	0.02%	100
2017 Q2	$219K	Hold	2,600	–	–	0.02%	103
2017 Q1	$206K	Buy	+2,600	New	+$203K	0.02%	105
2016 Q1	–	Sell	-3,000	Closed	-$209K	–	119
2015 Q4	$209K	Hold	3,000	–	–	0.02%	116
2015 Q3	$222K	Hold	3,000	–	–	0.02%	114
2015 Q2	$233K	Sell	3,000 -10,750	-78%	-$853K	0.02%	111
2015 Q1	$1.07M	Hold	13,750	–	–	0.1%	72
2014 Q4	$1.28M	Hold	13,750	–	–	0.11%	67
2014 Q3	$1.2M	Buy	13,750 +225	+2%	+$20.3K	0.11%	69
2014 Q2	$1.28M	Sell	13,525 -1,060	-7%	-$95.6K	0.11%	69
2014 Q1	$1.31M	Buy	14,585 +12,060	+478%	+$1.08M	0.12%	66
2013 Q4	$229K	Buy	+2,525	New	+$207K	0.02%	88

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

Nichols & Pratt Advisers's AXP Position: Q1 2026 in Review

Nichols & Pratt Advisers sold out of American Express (AXP) in Q1 2026, closing a stake of 625 shares — an estimated $231K sold.

Nichols & Pratt Advisers first reported a position in AXP in Q4 2013 and held it in 23 quarters. The position peaked at $1.31M in Q1 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Nichols & Pratt Advisers reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Nichols & Pratt Advisers sold 625 American Express shares in Q1 2026, an estimated $231K.
Nichols & Pratt Advisers first reported a position in American Express in Q4 2013 and held it in 23 quarters.
Nichols & Pratt Advisers's American Express position peaked at $1.31M in Q1 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q1 2026, filed 29 Apr 2026.