Nicolet Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$863K Buy
2,400
+7
+0.3% +$2.5K 0.06% 164
2025
Q3
$785K Sell
2,393
-126
-5% -$40.1K 0.06% 160
2025
Q2
$741K Buy
2,519
+782
+45% +$220K 0.06% 160
2025
Q1
$429K Sell
1,737
-6
-0.3% -$1.77K 0.04% 218
2024
Q4
$511K Buy
1,743
+85
+5% +$24.4K 0.05% 192
2024
Q3
$445K Buy
1,658
+181
+12% +$45.1K 0.04% 222
2024
Q2
$353K Buy
1,477
+241
+19% +$55.8K 0.03% 253
2024
Q1
$272K Buy
+1,236
New +$256K 0.03% 286
2020
Q3
Sell
-2,214
Closed -$211K 184
2020
Q2
$211K Buy
+2,214
New +$204K 0.03% 192

Other funds holding AXP

Nicolet Advisory Services's AXP Position: Q4 2025 in Review

Nicolet Advisory Services increased its American Express (AXP) stake by 0.29% in Q4 2025, buying an estimated $2.5K and bringing the position to 2,400 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #164.

Nicolet Advisory Services first reported a position in AXP in Q2 2020 and has held it in 9 quarters since. 3,028 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Nicolet Advisory Services held 2,400 shares of American Express worth $863K as of Q4 2025.
  • Nicolet Advisory Services bought 7 American Express shares in Q4 2025, an estimated $2.5K.
  • American Express made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #164 holding.
  • Nicolet Advisory Services first reported a position in American Express in Q2 2020 and has held it in 9 quarters since.
  • 3,028 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.