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New England Capital Financial Advisors’s American Express AXP Stock Holding History

New England Capital Financial 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 		$234K Buy
774
+2
+0.3% +$671 0.06% 56
2025
Q4 		$286K Sell
772
-33
-4% -$11.8K 0.11% 53
2025
Q3 		$267K Sell
805
-14
-2% -$4.45K 0.11% 52
2025
Q2 		$261K Buy
819
+2
+0.2% +$563 0.12% 49
2025
Q1 		$220K Buy
817
+1
+0.1% +$296 0.11% 50
2024
Q4 		$242K Buy
816
+1
+0.1% +$287 0.12% 50
2024
Q3 		$221K Buy
815
+2
+0.2% +$498 0.11% 50
2024
Q2 		$188K Buy
813
+1
+0.1% +$232 0.11% 51
2024
Q1 		$185K Sell
812
-1,063
-57% -$220K 0.1% 50
2023
Q4 		$351K Sell
1,875
-3
-0.2% -$483 0.21% 34
2023
Q3 		$280K Buy
1,878
+7
+0.4% +$1.15K 0.19% 38
2023
Q2 		$326K Buy
1,871
+7
+0.4% +$1.13K 0.22% 37
2023
Q1 		$307K Buy
1,864
+6
+0.3% +$995 0.22% 38
2022
Q4 		$282K Buy
+1,858
New +$275K 0.2% 44

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 England Capital Financial Advisors's AXP Position: Q1 2026 in Review

New England Capital Financial Advisors increased its American Express (AXP) stake by 0.26% in Q1 2026, buying an estimated $671 and bringing the position to 774 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #56.

New England Capital Financial Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $351K in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • New England Capital Financial Advisors held 774 shares of American Express worth $234K as of Q1 2026.
  • New England Capital Financial Advisors bought 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.06% of New England Capital Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • New England Capital Financial Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • New England Capital Financial Advisors's American Express position peaked at $351K in Q4 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.