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New World Advisors’s American Express AXP Stock Holding History

New World 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 		$212K Sell
627
-59
-9% -$18.9K 0.04% 115
2026
Q1 		$208K Sell
686
-5
-0.7% -$1.68K 0.04% 79
2025
Q4 		$256K Buy
+691
New +$247K 0.04% 67
2019
Q2 		– Sell
-800
Closed -$87K – 31
2019
Q1 		$87K Buy
+800
New +$84.1K 0.06% 36

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 World Advisors's AXP Position: Q2 2026 in Review

New World Advisors reduced its American Express (AXP) stake by 8.6% in Q2 2026, selling an estimated $18.9K and leaving 627 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #115.

New World Advisors first reported a position in AXP in Q1 2019 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • New World Advisors held 627 shares of American Express worth $212K as of Q2 2026.
  • New World Advisors sold 59 American Express shares in Q2 2026, an estimated $18.9K.
  • American Express made up 0.04% of New World Advisors's portfolio in Q2 2026, its #115 holding.
  • New World Advisors first reported a position in American Express in Q1 2019 and has held it in 4 quarters since.
  • New World Advisors's American Express position peaked at $256K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.