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	-$348	–	1412
2015 Q4	$348	Sell	5,000 -6,000	-55%	-$437K	﹤0.01%	1351
2015 Q3	$815	Hold	11,000	–	–	﹤0.01%	1168
2015 Q2	$855	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	$9.53M	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

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 $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nuveen's AXP Position: Q1 2026 in Review

Nuveen increased its American Express (AXP) stake by 8.1% in Q1 2026, buying an estimated $140M and bringing the position to 5,590,781 shares worth $1.69B. The position accounts for 0.46% of the portfolio, ranked #33.

Nuveen first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91B in Q4 2025. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Nuveen held 5,590,781 shares of American Express worth $1.69B as of Q1 2026.
Nuveen bought 418,297 American Express shares in Q1 2026, an estimated $140M.
American Express made up 0.46% of Nuveen's portfolio in Q1 2026, its #33 holding.
Nuveen first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Nuveen's American Express position peaked at $1.91B in Q4 2025.
2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.