NEOS Investment Management’s American Express AXP Stock Holding History

NEOS Investment 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	$23.2M	Buy	76,826 +3,797	+5%	+$1.27M	0.12%	137
2025 Q4	$27M	Buy	73,029 +7,932	+12%	+$2.84M	0.16%	115
2025 Q3	$21.6M	Buy	65,097 +14,934	+30%	+$4.75M	0.16%	120
2025 Q2	$16M	Buy	50,163 +10,696	+27%	+$3.01M	0.2%	100
2025 Q1	$10.6M	Buy	39,467 +7,513	+24%	+$2.22M	0.2%	105
2024 Q4	$9.48M	Buy	31,954 +7,461	+30%	+$2.14M	0.22%	87
2024 Q3	$6.64M	Buy	24,493 +4,872	+25%	+$1.21M	0.2%	99
2024 Q2	$4.54M	Buy	19,621 +5,976	+44%	+$1.38M	0.19%	99
2024 Q1	$3.11M	Buy	13,645 +1,273	+10%	+$264K	0.19%	103
2023 Q4	$2.32M	Buy	12,372 +1,062	+9%	+$171K	0.22%	92
2023 Q3	$1.69M	Buy	+11,310	New	+$1.85M	0.22%	95

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NEOS Investment Management's AXP Position: Q1 2026 in Review

NEOS Investment Management increased its American Express (AXP) stake by 5.2% in Q1 2026, buying an estimated $1.27M and bringing the position to 76,826 shares worth $23.2M. The position accounts for 0.12% of the portfolio, ranked #137.

NEOS Investment Management first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. The position peaked at $27M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

NEOS Investment Management held 76,826 shares of American Express worth $23.2M as of Q1 2026.
NEOS Investment Management bought 3,797 American Express shares in Q1 2026, an estimated $1.27M.
American Express made up 0.12% of NEOS Investment Management's portfolio in Q1 2026, its #137 holding.
NEOS Investment Management first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
NEOS Investment Management's American Express position peaked at $27M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.