Nuveen’s American Express AXP Stock Holding History

Nuveen’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
2021 Q2	–	Sell	-2,000	Closed	-$283K	–	3368
2021 Q1	$283K	Buy	+2,000	New	+$264K	﹤0.01%	3184
2016 Q1	–	Sell	-5,000	Closed	-$348K	–	1412
2015 Q4	$348K	Sell	5,000 -6,000	-55%	-$437K	﹤0.01%	1351
2015 Q3	$815K	Hold	11,000	–	–	﹤0.01%	1168
2015 Q2	$855K	Sell	11,000 -10,000	-48%	-$793K	﹤0.01%	1214
2015 Q1	$1.64M	Sell	21,000 -52,000	-71%	-$4.32M	0.01%	940
2014 Q4	$6.79M	Buy	73,000 +1,000	+1%	+$89.6K	0.04%	474
2014 Q3	$6.3M	Hold	72,000	–	–	0.04%	470
2014 Q2	$6.83M	Buy	72,000 +2,000	+3%	+$180K	0.04%	472
2014 Q1	$6.3M	Sell	70,000 -35,000	-33%	-$3.13M	0.04%	463
2013 Q4	$9.5M	Sell	105,000 -18,000	-15%	-$1.48M	0.06%	367
2013 Q3	$10.6M	Sell	123,000 -34,000	-22%	-$2.56M	0.07%	349
2013 Q2	$11.7M	Buy	+157,000	New	+$11.2M	0.08%	321

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Nuveen's AXP Position: Q3 2026 in Review

Nuveen reduced its American Express (AXP) stake by 3.6% in Q3 2026, selling an estimated $61.7M and leaving 5,005,007 shares worth $1.52B. The position accounts for 0.36% of the portfolio, ranked #47.

Nuveen first reported a position in AXP in Q2 2013 and has held it in 54 quarters since. The position peaked at $1.91B in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Nuveen held 5,005,007 shares of American Express worth $1.52B as of Q3 2026.
Nuveen sold 184,795 American Express shares in Q3 2026, an estimated $61.7M.
American Express made up 0.36% of Nuveen's portfolio in Q3 2026, its #47 holding.
Nuveen first reported a position in American Express in Q2 2013 and has held it in 54 quarters since.
Nuveen's American Express position peaked at $1.91B in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.