Nisa Investment Advisors’s American Express AXP Stock Holding History

Nisa Investment Advisors’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	$68.7M	Sell	227,142 -22,925	-9%	-$7.69M	0.25%	44
2025 Q4	$92.5M	Buy	250,067 +11,057	+5%	+$3.96M	0.31%	33
2025 Q3	$79.4M	Sell	239,010 -15,156	-6%	-$4.82M	0.31%	35
2025 Q2	$81.1M	Buy	254,166 +1,199	+0.5%	+$337K	0.37%	35
2025 Q1	$68.1M	Buy	252,967 +1,120	+0.4%	+$331K	0.34%	44
2024 Q4	$74.7M	Sell	251,847 -22,345	-8%	-$6.42M	0.29%	44
2024 Q3	$74.4M	Buy	274,192 +9,471	+4%	+$2.36M	0.44%	36
2024 Q2	$61.3M	Buy	264,721 +14,811	+6%	+$3.43M	0.39%	43
2024 Q1	$56.9M	Buy	249,910 +314	+0.1%	+$65.1K	0.37%	51
2023 Q4	$46.8M	Sell	249,596 -4,161	-2%	-$670K	0.33%	59
2023 Q3	$37.9M	Sell	253,757 -4,683	-2%	-$766K	0.29%	69
2023 Q2	$45M	Sell	258,440 -3,796	-1%	-$612K	0.33%	57
2023 Q1	$43.3M	Sell	262,236 -71,759	-21%	-$11.9M	0.34%	64
2022 Q4	$49.3M	Buy	333,995 +66,436	+25%	+$9.84M	0.39%	52
2022 Q3	$36.2M	Sell	267,559 -19,467	-7%	-$2.95M	0.31%	68
2022 Q2	$39.8M	Buy	287,026 +11,945	+4%	+$1.97M	0.35%	61
2022 Q1	$51.4M	Buy	+275,081	New	+$49.7M	0.36%	58
2021 Q4	–	Sell	-318,763	Closed	-$53.4K	–	2219
2021 Q3	$53.4K	Sell	318,763 -17,495	-5%	-$2.93M	0.32%	64
2021 Q2	$55.6K	Buy	336,258 +32,421	+11%	+$5.08M	0.35%	58
2021 Q1	$43K	Sell	303,837 -88,963	-23%	-$11.8M	0.27%	77
2020 Q4	$47.5M	Buy	392,800 +9,091	+2%	+$1.01M	0.31%	75
2020 Q3	$38.5M	Buy	383,709 +53,611	+16%	+$5.27M	0.31%	70
2020 Q2	$31.4M	Buy	330,098 +1,355	+0.4%	+$125K	0.29%	76
2020 Q1	$28.1M	Buy	328,743 +1,550	+0.5%	+$180K	0.31%	70
2019 Q4	$40.7M	Sell	327,193 -36,128	-10%	-$4.32M	0.35%	59
2019 Q3	$43M	Buy	363,321 +13,441	+4%	+$1.65M	0.38%	50
2019 Q2	$43.2M	Sell	349,880 -25,680	-7%	-$3.02M	0.41%	47
2019 Q1	$41M	Buy	375,560 +2,885	+0.8%	+$303K	0.4%	54
2018 Q4	$35.5M	Sell	372,675 -16,704	-4%	-$1.75M	0.4%	56
2018 Q3	$41.5M	Buy	389,379 +21,621	+6%	+$2.25M	0.38%	55
2018 Q2	$36M	Buy	367,758 +20,276	+6%	+$1.99M	0.37%	56
2018 Q1	$32.7M	Sell	347,482 -17,311	-5%	-$1.68M	0.34%	64
2017 Q4	$36.2M	Buy	364,793 +8,311	+2%	+$792K	0.37%	56
2017 Q3	$32.2M	Sell	356,482 -1,957	-0.5%	-$168K	0.36%	59
2017 Q2	$29.9M	Sell	358,439 -21,271	-6%	-$1.68M	0.35%	58
2017 Q1	$30M	Sell	379,710 -3,843	-1%	-$300K	0.36%	58
2016 Q4	$28.4M	Buy	383,553 +14,820	+4%	+$1.03M	0.35%	58
2016 Q3	$23.6M	Sell	368,733 -148	-0%	-$9.51K	0.31%	68
2016 Q2	$22.4M	Buy	368,881 +9,958	+3%	+$631K	0.3%	70
2016 Q1	$22M	Sell	358,923 -13,590	-4%	-$791K	0.32%	67
2015 Q4	$25.9M	Sell	372,513 -8,500	-2%	-$619K	0.37%	58
2015 Q3	$28.3M	Buy	381,013 +2,601	+0.7%	+$200K	0.43%	47
2015 Q2	$29.4M	Sell	378,412 -14,158	-4%	-$1.12M	0.42%	51
2015 Q1	$30.7M	Sell	392,570 -22,750	-5%	-$1.89M	0.42%	50
2014 Q4	$38.6M	Sell	415,320 -11,949	-3%	-$1.07M	0.53%	39
2014 Q3	$37.4M	Sell	427,269 -5,320	-1%	-$479K	0.52%	39
2014 Q2	$41M	Sell	432,589 -1,589	-0.4%	-$143K	0.57%	34
2014 Q1	$39.1M	Sell	434,178 -3,351	-0.8%	-$299K	0.55%	35
2013 Q4	$39.7M	Sell	437,529 -7,509	-2%	-$617K	0.57%	36
2013 Q3	$33.6M	Sell	445,038 -4,300	-1%	-$323K	0.51%	40
2013 Q2	$33.6M	Buy	+449,338	New	+$32M	0.52%	38

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

Nisa Investment Advisors's AXP Position: Q1 2026 in Review

Nisa Investment Advisors reduced its American Express (AXP) stake by 9.2% in Q1 2026, selling an estimated $7.69M and leaving 227,142 shares worth $68.7M. The position accounts for 0.25% of the portfolio, ranked #44.

Nisa Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. The position peaked at $92.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Nisa Investment Advisors held 227,142 shares of American Express worth $68.7M as of Q1 2026.
Nisa Investment Advisors sold 22,925 American Express shares in Q1 2026, an estimated $7.69M.
American Express made up 0.25% of Nisa Investment Advisors's portfolio in Q1 2026, its #44 holding.
Nisa Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
Nisa Investment Advisors's American Express position peaked at $92.5M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.