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New Age Alpha Advisors’s American Express AXP Stock Holding History

New Age Alpha 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 		$310K Sell
1,024
-20,145
-95% -$6.75M 0.01% 568
2025
Q4 		$7.83M Sell
21,169
-5,590
-21% -$2M 0.34% 64
2025
Q3 		$8.89M Sell
26,759
-317
-1% -$101K 0.37% 50
2025
Q2 		$8.64M Buy
27,076
+938
+4% +$264K 0.38% 53
2025
Q1 		$7.03M Sell
26,138
-25,024
-49% -$7.4M 0.31% 77
2024
Q4 		$15.2M Buy
51,162
+51,118
+116,177% +$14.7M 0.61% 23
2024
Q3 		$11.9K Hold
44
– – 0.01% 165
2024
Q2 		$10.2K Buy
+44
New +$10.2K 0.01% 81

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

New Age Alpha Advisors's AXP Position: Q1 2026 in Review

New Age Alpha Advisors reduced its American Express (AXP) stake by 95% in Q1 2026, selling an estimated $6.75M and leaving 1,024 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #568.

New Age Alpha Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.2M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • New Age Alpha Advisors held 1,024 shares of American Express worth $310K as of Q1 2026.
  • New Age Alpha Advisors sold 20,145 American Express shares in Q1 2026, an estimated $6.75M.
  • American Express made up 0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #568 holding.
  • New Age Alpha Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's American Express position peaked at $15.2M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.