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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
Q2 		$29.6M Buy
87,576
+10,750
+14% +$3.44M 0.11% 144
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
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

NEOS Investment Management's AXP Position: Q2 2026 in Review

NEOS Investment Management increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $3.44M and bringing the position to 87,576 shares worth $29.6M. The position accounts for 0.11% of the portfolio, ranked #144.

NEOS Investment Management first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • NEOS Investment Management held 87,576 shares of American Express worth $29.6M as of Q2 2026.
  • NEOS Investment Management bought 10,750 American Express shares in Q2 2026, an estimated $3.44M.
  • American Express made up 0.11% of NEOS Investment Management's portfolio in Q2 2026, its #144 holding.
  • NEOS Investment Management first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.