Mercer Global Advisors
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Mercer Global Advisors’s American Express AXP Stock Holding History

Mercer Global Advisors’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
Q1 		$47.2M Buy
155,940
+5,655
+4% +$1.9M 0.07% 165
2025
Q4 		$58.7M Buy
150,285
+20,040
+15% +$7.17M 0.09% 135
2025
Q3 		$43.3M Buy
130,245
+112
+0.1% +$35.6K 0.07% 164
2025
Q2 		$41.5M Sell
130,133
-22,574
-15% -$6.35M 0.08% 127
2025
Q1 		$41.1M Buy
152,707
+5,418
+4% +$1.6M 0.09% 123
2024
Q4 		$43.7M Buy
+147,289
New +$42.3M 0.11% 113
2024
Q1 		– Sell
-77,505
Closed -$14.5M – 2002
2023
Q4 		$14.5M Buy
77,505
+2,836
+4% +$457K 0.04% 237
2023
Q3 		$11.1M Sell
74,669
-10,719
-13% -$1.75M 0.04% 249
2023
Q2 		$14.9M Buy
85,388
+7,202
+9% +$1.16M 0.06% 211
2023
Q1 		$12.9M Sell
78,186
-1,560
-2% -$259K 0.06% 230
2022
Q4 		$11.8M Buy
79,746
+12,156
+18% +$1.8M 0.06% 240
2022
Q3 		$9.12M Buy
67,590
+2,597
+4% +$393K 0.05% 243
2022
Q2 		$9.01M Sell
64,993
-2,691
-4% -$444K 0.06% 245
2022
Q1 		$12.7M Buy
67,684
+13,620
+25% +$2.46M 0.07% 191
2021
Q4 		$8.85M Buy
54,064
+11,535
+27% +$1.97M 0.05% 253
2021
Q3 		$7.13M Buy
42,529
+8,225
+24% +$1.38M 0.05% 281
2021
Q2 		$5.67M Buy
34,304
+5,293
+18% +$829K 0.04% 307
2021
Q1 		$4.1M Buy
29,011
+8,869
+44% +$1.17M 0.04% 334
2020
Q4 		$2.44M Sell
20,142
-2,182
-10% -$242K 0.03% 375
2020
Q3 		$2.24M Buy
22,324
+977
+5% +$96.1K 0.03% 355
2020
Q2 		$2.03M Sell
21,347
-6,894
-24% -$635K 0.04% 328
2020
Q1 		$2.42M Sell
28,241
-4,060
-13% -$472K 0.05% 283
2019
Q4 		$4.02M Sell
32,301
-338
-1% -$40.4K 0.08% 208
2019
Q3 		$3.86M Buy
32,639
+3,714
+13% +$455K 0.09% 182
2019
Q2 		$3.57M Buy
28,925
+2,219
+8% +$261K 0.09% 180
2019
Q1 		$2.92M Buy
+26,706
New +$2.81M 0.11% 171

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mercer Global Advisors's AXP Position: Q1 2026 in Review

Mercer Global Advisors increased its American Express (AXP) stake by 3.8% in Q1 2026, buying an estimated $1.9M and bringing the position to 155,940 shares worth $47.2M. The position accounts for 0.07% of the portfolio, ranked #165.

Mercer Global Advisors first reported a position in AXP in Q1 2019 and has held it in 26 quarters since. The position peaked at $58.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mercer Global Advisors held 155,940 shares of American Express worth $47.2M as of Q1 2026.
  • Mercer Global Advisors bought 5,655 American Express shares in Q1 2026, an estimated $1.9M.
  • American Express made up 0.07% of Mercer Global Advisors's portfolio in Q1 2026, its #165 holding.
  • Mercer Global Advisors first reported a position in American Express in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's American Express position peaked at $58.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.