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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
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 $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 World Advisors's AXP Position: Q1 2026 in Review

New World Advisors reduced its American Express (AXP) stake by 0.72% in Q1 2026, selling an estimated $1.68K and leaving 686 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #79.

New World Advisors first reported a position in AXP in Q1 2019 and has held it in 3 quarters since. The position peaked at $256K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • New World Advisors held 686 shares of American Express worth $208K as of Q1 2026.
  • New World Advisors sold 5 American Express shares in Q1 2026, an estimated $1.68K.
  • American Express made up 0.04% of New World Advisors's portfolio in Q1 2026, its #79 holding.
  • New World Advisors first reported a position in American Express in Q1 2019 and has held it in 3 quarters since.
  • New World Advisors's American Express position peaked at $256K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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