Nvest Financial’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
740
+1
+0.1% +$320 0.08% 138
2026
Q1
$224K Buy
739
+1
+0.1% +$335 0.08% 135
2025
Q4
$273K Buy
+738
New +$264K 0.11% 115

Other funds holding AXP

Nvest Financial's AXP Position: Q2 2026 in Review

Nvest Financial increased its American Express (AXP) stake by 0.14% in Q2 2026, buying an estimated $320 and bringing the position to 740 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #138.

Nvest Financial first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Nvest Financial held 740 shares of American Express worth $250K as of Q2 2026.
  • Nvest Financial bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.08% of Nvest Financial's portfolio in Q2 2026, its #138 holding.
  • Nvest Financial first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Nvest Financial's American Express position peaked at $273K in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.