SN
AXP icon

Sittner & Nelson’s American Express AXP Stock Holding History

Sittner & Nelson’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
Q2 		$453K Sell
1,338
-5
-0.4% -$1.6K 0.14% 108
2026
Q1 		$406K Hold
1,343
– – 0.15% 108
2025
Q4 		$482K Buy
1,343
+15
+1% +$5.37K 0.17% 94
2025
Q3 		$441K Buy
1,328
+2
+0.2% +$636 0.16% 90
2025
Q2 		$423K Buy
1,326
+1
+0.1% +$281 0.17% 94
2025
Q1 		$356K Buy
1,325
+1
+0.1% +$296 0.15% 97
2024
Q4 		$393K Buy
1,324
+1
+0.1% +$287 0.17% 85
2024
Q3 		$359K Buy
1,323
+2
+0.2% +$498 0.16% 87
2024
Q2 		$306K Buy
1,321
+1
+0.1% +$232 0.15% 88
2024
Q1 		$301K Buy
1,320
+1
+0.1% +$207 0.15% 94
2023
Q4 		$247K Sell
1,319
-379
-22% -$61K 0.13% 99
2023
Q3 		$253K Buy
1,698
+2
+0.1% +$327 0.15% 93
2023
Q2 		$295K Buy
1,696
+2
+0.1% +$323 0.16% 89
2023
Q1 		$279K Buy
1,694
+1
+0.1% +$166 0.16% 97
2022
Q4 		$250K Buy
1,693
+2
+0.1% +$296 0.15% 104
2022
Q3 		$228K Sell
1,691
-474
-22% -$71.7K 0.15% 101
2022
Q2 		$300K Buy
2,165
+476
+28% +$78.6K 0.2% 89
2022
Q1 		$316K Buy
1,689
+1
+0.1% +$181 0.18% 82
2021
Q4 		$276K Buy
1,688
+2
+0.1% +$341 0.16% 84
2021
Q3 		$283K Buy
1,686
+1
+0.1% +$167 0.18% 78
2021
Q2 		$278K Buy
1,685
+1
+0.1% +$157 0.2% 74
2021
Q1 		$238K Buy
1,684
+1
+0.1% +$132 0.18% 80
2020
Q4 		$203K Buy
+1,683
New +$186K 0.18% 82

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sittner & Nelson's AXP Position: Q2 2026 in Review

Sittner & Nelson reduced its American Express (AXP) stake by 0.37% in Q2 2026, selling an estimated $1.6K and leaving 1,338 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #108.

Sittner & Nelson first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $482K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sittner & Nelson held 1,338 shares of American Express worth $453K as of Q2 2026.
  • Sittner & Nelson sold 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 0.14% of Sittner & Nelson's portfolio in Q2 2026, its #108 holding.
  • Sittner & Nelson first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Sittner & Nelson's American Express position peaked at $482K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.