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New York Life Investment Management’s American Express AXP Stock Holding History

New York Life Investment Management’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 		$26.9M Sell
79,499
-387
-0.5% -$124K 0.19% 101
2026
Q1 		$24.2M Buy
79,886
+1,777
+2% +$596K 0.2% 96
2025
Q4 		$28.9M Sell
78,109
-1,216
-2% -$435K 0.25% 80
2025
Q3 		$26.3M Sell
79,325
-3,558
-4% -$1.13M 0.23% 84
2025
Q2 		$26.4M Buy
82,883
+764
+0.9% +$215K 0.25% 82
2025
Q1 		$22.1M Sell
82,119
-699
-0.8% -$207K 0.23% 91
2024
Q4 		$24.6M Sell
82,818
-680
-0.8% -$195K 0.24% 76
2024
Q3 		$22.6M Sell
83,498
-3,815
-4% -$950K 0.22% 94
2024
Q2 		$20.2M Buy
87,313
+51
+0.1% +$11.8K 0.2% 97
2024
Q1 		$19.9M Sell
87,262
-3,491
-4% -$724K 0.2% 95
2023
Q4 		$17M Sell
90,753
-302
-0.3% -$48.6K 0.17% 112
2023
Q3 		$13.6M Sell
91,055
-2,301
-2% -$376K 0.15% 131
2023
Q2 		$16.3M Buy
93,356
+30
+0% +$4.84K 0.17% 125
2023
Q1 		$15.4M Sell
93,326
-397
-0.4% -$65.9K 0.17% 129
2022
Q4 		$13.8M Sell
93,723
-339
-0.4% -$50.2K 0.16% 148
2022
Q3 		$12.7M Sell
94,062
-1,935
-2% -$293K 0.15% 144
2022
Q2 		$13.3M Buy
+95,997
New +$15.9M 0.15% 140
2014
Q1 		– Sell
-2,200
Closed -$200K – 169
2013
Q4 		$200K Hold
2,200
– – 0.05% 110
2013
Q3 		$166K Hold
2,200
– – 0.05% 123
2013
Q2 		$164K Buy
+2,200
New +$157K 0.05% 114

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New York Life Investment Management's AXP Position: Q2 2026 in Review

New York Life Investment Management reduced its American Express (AXP) stake by 0.48% in Q2 2026, selling an estimated $124K and leaving 79,499 shares worth $26.9M. The position accounts for 0.19% of the portfolio, ranked #101.

New York Life Investment Management first reported a position in AXP in Q2 2013 and has held it in 20 quarters since. The position peaked at $28.9M in Q4 2025. 2,375 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • New York Life Investment Management held 79,499 shares of American Express worth $26.9M as of Q2 2026.
  • New York Life Investment Management sold 387 American Express shares in Q2 2026, an estimated $124K.
  • American Express made up 0.19% of New York Life Investment Management's portfolio in Q2 2026, its #101 holding.
  • New York Life Investment Management first reported a position in American Express in Q2 2013 and has held it in 20 quarters since.
  • New York Life Investment Management's American Express position peaked at $28.9M in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.