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Neo Ivy Capital Management’s American Express AXP Stock Holding History

Neo Ivy Capital Management’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 		– Sell
-674
Closed -$249K – 347
2025
Q4 		$249K Sell
674
-4,966
-88% -$1.78M 0.04% 258
2025
Q3 		$1.87M Buy
+5,640
New +$1.79M 0.46% 76
2023
Q4 		– Sell
-10,724
Closed -$1.6M – 295
2023
Q3 		$1.6M Buy
+10,724
New +$1.75M 0.7% 29
2022
Q4 		– Sell
-2,454
Closed -$331K – 334
2022
Q3 		$331K Buy
2,454
+2,017
+462% +$305K 0.87% 22
2022
Q2 		$60K Buy
+437
New +$72.2K 0.16% 212
2021
Q4 		– Sell
-146
Closed -$14K – 441
2021
Q3 		$14K Buy
+146
New +$24.4K 0.02% 407
2021
Q2 		– Sell
-2,173
Closed -$307K – 452
2021
Q1 		$307K Sell
2,173
-2,423
-53% -$320K 0.34% 104
2020
Q4 		$556K Sell
4,596
-516
-10% -$57.1K 0.62% 47
2020
Q3 		$512K Buy
5,112
+4,966
+3,401% +$489K 0.52% 44
2020
Q2 		$14K Buy
+146
New +$13.4K 0.02% 407
2019
Q4 		– Sell
-10,644
Closed -$1.28M – 264
2019
Q3 		$1.28M Buy
10,644
+4,803
+82% +$589K 0.84% 16
2019
Q2 		$721K Buy
5,841
+3,723
+176% +$437K 0.41% 112
2019
Q1 		$231K Sell
2,118
-9,710
-82% -$1.02M 0.13% 195
2018
Q4 		$1.13M Buy
+11,828
New +$1.24M 0.89% 5

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

Neo Ivy Capital Management's AXP Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 674 shares — an estimated $249K sold.

Neo Ivy Capital Management first reported a position in AXP in Q4 2018 and held it in 14 quarters. The position peaked at $1.87M in Q3 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 674 American Express shares in Q1 2026, an estimated $249K.
  • Neo Ivy Capital Management first reported a position in American Express in Q4 2018 and held it in 14 quarters.
  • Neo Ivy Capital Management's American Express position peaked at $1.87M in Q3 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.