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Newbridge Financial Services Group’s American Express AXP Stock Holding History

Newbridge Financial Services Group’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 		$962K Buy
3,179
+895
+39% +$300K 0.16% 109
2025
Q4 		$845K Sell
2,284
-140
-6% -$50.1K 0.13% 119
2025
Q3 		$805K Sell
2,424
-286
-11% -$91K 0.12% 133
2025
Q2 		$864K Buy
2,710
+262
+11% +$73.7K 0.14% 115
2025
Q1 		$659K Sell
2,448
-355
-13% -$105K 0.16% 103
2024
Q4 		$832K Buy
+2,803
New +$805K 0.21% 83
2024
Q3 		– Sell
-1,405
Closed -$325K – 691
2024
Q2 		$325K Buy
1,405
+452
+47% +$105K 0.12% 128
2024
Q1 		$217K Buy
+953
New +$198K 0.09% 178
2023
Q4 		– Sell
-1,140
Closed -$170K – 1160
2023
Q3 		$170K Buy
1,140
+75
+7% +$12.3K 0.09% 209
2023
Q2 		$185K Buy
1,065
+1
+0.1% +$161 0.09% 212
2023
Q1 		$175K Sell
1,064
-5
-0.5% -$829 0.09% 212
2022
Q4 		$158K Sell
1,069
-40
-4% -$5.93K 0.09% 218
2022
Q3 		$150K Buy
1,109
+160
+17% +$24.2K 0.09% 228
2022
Q2 		$132K Buy
949
+20
+2% +$3.3K 0.08% 226
2022
Q1 		$174K Buy
929
+528
+132% +$95.4K 0.09% 222
2021
Q4 		$66K Buy
401
+200
+100% +$34.1K 0.03% 389
2021
Q3 		$34K Hold
201
– – 0.02% 516
2021
Q2 		$33K Buy
201
+100
+99% +$15.7K 0.02% 569
2021
Q1 		$14K Hold
101
– – 0.01% 781
2020
Q4 		$12K Hold
101
– – 0.01% 662
2020
Q3 		$10K Buy
+101
New +$9.94K 0.01% 664

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

Newbridge Financial Services Group's AXP Position: Q1 2026 in Review

Newbridge Financial Services Group increased its American Express (AXP) stake by 39% in Q1 2026, buying an estimated $300K and bringing the position to 3,179 shares worth $962K. The position accounts for 0.16% of the portfolio, ranked #109.

Newbridge Financial Services Group first reported a position in AXP in Q3 2020 and has held it in 21 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Newbridge Financial Services Group held 3,179 shares of American Express worth $962K as of Q1 2026.
  • Newbridge Financial Services Group bought 895 American Express shares in Q1 2026, an estimated $300K.
  • American Express made up 0.16% of Newbridge Financial Services Group's portfolio in Q1 2026, its #109 holding.
  • Newbridge Financial Services Group first reported a position in American Express in Q3 2020 and has held it in 21 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.