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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
Q2 		$340K Sell
1,005
-19
-2% -$6.08K 0.01% 682
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 $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

New Age Alpha Advisors's AXP Position: Q2 2026 in Review

New Age Alpha Advisors reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $6.08K and leaving 1,005 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #682.

New Age Alpha Advisors first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.2M in Q4 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • New Age Alpha Advisors held 1,005 shares of American Express worth $340K as of Q2 2026.
  • New Age Alpha Advisors sold 19 American Express shares in Q2 2026, an estimated $6.08K.
  • American Express made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #682 holding.
  • New Age Alpha Advisors first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's American Express position peaked at $15.2M in Q4 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.