Nikulski Financial’s American Express AXP Stock Holding History

Nikulski Financial’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 Q2	$356K	Buy	1,052 +1	+0.1%	+$320	0.08%	149
2026 Q1	$318K	Buy	+1,051	New	+$352K	0.08%	149

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Nikulski Financial's AXP Position: Q2 2026 in Review

Nikulski Financial increased its American Express (AXP) stake by 0.1% in Q2 2026, buying an estimated $320 and bringing the position to 1,052 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #149.

Nikulski Financial first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Nikulski Financial held 1,052 shares of American Express worth $356K as of Q2 2026.
Nikulski Financial bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.08% of Nikulski Financial's portfolio in Q2 2026, its #149 holding.
Nikulski Financial first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.