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AXP icon

NewEdge Advisors’s American Express AXP Stock Holding History

NewEdge 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 		$32.2M Sell
106,328
-10,819
-9% -$3.63M 0.12% 177
2025
Q4 		$43.3M Buy
117,147
+46,678
+66% +$16.7M 0.16% 131
2025
Q3 		$23.4M Sell
70,469
-1,808
-3% -$575K 0.11% 190
2025
Q2 		$23.1M Buy
72,277
+6,278
+10% +$1.77M 0.12% 174
2025
Q1 		$17.8M Sell
65,999
-5,777
-8% -$1.71M 0.11% 196
2024
Q4 		$21.3M Sell
71,776
-1,392
-2% -$400K 0.13% 164
2024
Q3 		$19.8M Buy
73,168
+9,145
+14% +$2.28M 0.13% 171
2024
Q2 		$14.8M Buy
64,023
+2,515
+4% +$582K 0.11% 188
2024
Q1 		$14M Buy
61,508
+6,938
+13% +$1.44M 0.12% 176
2023
Q4 		$10.2M Sell
54,570
-1,607
-3% -$259K 0.1% 208
2023
Q3 		$8.38M Buy
56,177
+18,958
+51% +$3.1M 0.09% 216
2023
Q2 		$6.48M Sell
37,219
-3,420
-8% -$552K 0.07% 261
2023
Q1 		$6.56M Buy
40,639
+2,761
+7% +$458K 0.08% 242
2022
Q4 		$3.18M Buy
37,878
+9,685
+34% +$1.44M 0.09% 251
2022
Q3 		$3.8M Sell
28,193
-705
-2% -$107K 0.06% 281
2022
Q2 		$4.01M Buy
28,898
+4,584
+19% +$757K 0.07% 277
2022
Q1 		$4.55M Buy
24,314
+3,425
+16% +$619K 0.07% 256
2021
Q4 		$3.42M Buy
20,889
+13,448
+181% +$2.29M 0.05% 313
2021
Q3 		$1.25M Sell
7,441
-2,414
-24% -$404K 0.03% 449
2021
Q2 		$1.63M Buy
9,855
+1,160
+13% +$182K 0.04% 353
2021
Q1 		$1.23M Sell
8,695
-6,659
-43% -$880K 0.04% 396
2020
Q4 		$1.86M Buy
15,354
+196
+1% +$21.7K 0.06% 275
2020
Q3 		$1.52M Sell
15,158
-3,013
-17% -$296K 0.05% 293
2020
Q2 		$1.73M Buy
18,171
+2,972
+20% +$274K 0.07% 246
2020
Q1 		$1.3M Buy
15,199
+5,472
+56% +$637K 0.06% 261
2019
Q4 		$1.21M Buy
9,727
+246
+3% +$29.4K 0.05% 326
2019
Q3 		$1.12M Sell
9,481
-1,605
-14% -$197K 0.05% 324
2019
Q2 		$1.37M Sell
11,086
-21
-0.2% -$2.47K 0.08% 232
2019
Q1 		$1.21M Buy
11,107
+588
+6% +$61.8K 0.08% 244
2018
Q4 		$1K Buy
10,519
+2,230
+27% +$233K 0.06% 255
2018
Q3 		$883K Buy
8,289
+280
+3% +$29.1K 0.07% 252
2018
Q2 		$793 Buy
8,009
+467
+6% +$45.9K 0.07% 237
2018
Q1 		$686K Buy
7,542
+844
+13% +$81.8K 0.08% 231
2017
Q4 		$671K Buy
6,698
+443
+7% +$42.2K 0.09% 201
2017
Q3 		$573K Buy
6,255
+2,258
+56% +$194K 0.09% 198
2017
Q2 		$337K Buy
3,997
+340
+9% +$26.9K 0.06% 241
2017
Q1 		$283K Buy
3,657
+140
+4% +$10.9K 0.06% 219
2016
Q4 		$268K Buy
3,517
+190
+6% +$13.2K 0.07% 205
2016
Q3 		$213K Buy
+3,327
New +$214K 0.07% 197

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NewEdge Advisors's AXP Position: Q1 2026 in Review

NewEdge Advisors reduced its American Express (AXP) stake by 9.2% in Q1 2026, selling an estimated $3.63M and leaving 106,328 shares worth $32.2M. The position accounts for 0.12% of the portfolio, ranked #177.

NewEdge Advisors first reported a position in AXP in Q3 2016 and has held it in 39 quarters since. The position peaked at $43.3M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • NewEdge Advisors held 106,328 shares of American Express worth $32.2M as of Q1 2026.
  • NewEdge Advisors sold 10,819 American Express shares in Q1 2026, an estimated $3.63M.
  • American Express made up 0.12% of NewEdge Advisors's portfolio in Q1 2026, its #177 holding.
  • NewEdge Advisors first reported a position in American Express in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's American Express position peaked at $43.3M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.