NWF Advisory Services’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
Q1
$11.3M Buy
37,336
+384
+1% +$129K 1.28% 19
2025
Q4
$13.7M Sell
36,952
-270
-0.7% -$96.6K 1.51% 16
2025
Q3
$12.4M Sell
37,222
-4,579
-11% -$1.46M 1.36% 18
2025
Q2
$13.3M Buy
41,801
+4,998
+14% +$1.41M 1.59% 13
2025
Q1
$9.9M Sell
36,803
-1,996
-5% -$590K 1.39% 19
2024
Q4
$11.5M Buy
38,799
+3,530
+10% +$1.01M 1.69% 18
2024
Q3
$9.56M Sell
35,269
-535
-1% -$133K 1.39% 19
2024
Q2
$8.29M Buy
35,804
+94
+0.3% +$21.8K 1.32% 21
2024
Q1
$8.13M Buy
35,710
+87
+0.2% +$18K 1.36% 19
2023
Q4
$6.67M Buy
35,623
+2,045
+6% +$329K 1.33% 17
2023
Q3
$5.01M Buy
33,578
+743
+2% +$122K 1.18% 20
2023
Q2
$5.72M Hold
32,835
1.33% 19
2023
Q1
$5.72M Buy
+32,835
New +$5.45M 1.33% 19

Other funds holding AXP

NWF Advisory Services's AXP Position: Q1 2026 in Review

NWF Advisory Services increased its American Express (AXP) stake by 1% in Q1 2026, buying an estimated $129K and bringing the position to 37,336 shares worth $11.3M. The position accounts for 1.28% of the portfolio, ranked #19.

NWF Advisory Services first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • NWF Advisory Services held 37,336 shares of American Express worth $11.3M as of Q1 2026.
  • NWF Advisory Services bought 384 American Express shares in Q1 2026, an estimated $129K.
  • American Express made up 1.28% of NWF Advisory Services's portfolio in Q1 2026, its #19 holding.
  • NWF Advisory Services first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's American Express position peaked at $13.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.