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Niles Investment Management’s American Express AXP Stock Holding History

Niles Investment Management’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 		– Sell
-6,396
Closed -$1.93M – 23
2026
Q1 		$1.93M Buy
+6,396
New +$2.14M 1.74% 19

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Niles Investment Management's AXP Position: Q2 2026 in Review

Niles Investment Management sold out of American Express (AXP) in Q2 2026, closing a stake of 6,396 shares — an estimated $1.93M sold.

Niles Investment Management first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $1.93M in Q1 2026. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Niles Investment Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Niles Investment Management sold 6,396 American Express shares in Q2 2026, an estimated $1.93M.
  • Niles Investment Management first reported a position in American Express in Q1 2026 and held it in 1 quarter.
  • Niles Investment Management's American Express position peaked at $1.93M in Q1 2026.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Niles Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.