N.E.W. Advisory Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
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N.E.W. Advisory Services's AXP Position: Q2 2026 in Review
N.E.W. Advisory Services reduced its American Express (AXP) stake by 40% in Q2 2026, selling an estimated $128K and leaving 595 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #216.
N.E.W. Advisory Services first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $473K in Q4 2025. 2,213 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- N.E.W. Advisory Services held 595 shares of American Express worth $201K as of Q2 2026.
- N.E.W. Advisory Services sold 400 American Express shares in Q2 2026, an estimated $128K.
- American Express made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #216 holding.
- N.E.W. Advisory Services first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
- N.E.W. Advisory Services's American Express position peaked at $473K in Q4 2025.
- 2,213 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.