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NewEdge Wealth’s American Express AXP Stock Holding History

NewEdge Wealth’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 		$8.18M Buy
24,186
+689
+3% +$221K 0.08% 162
2026
Q1 		$7.11M Sell
23,497
-16,061
-41% -$5.39M 0.08% 169
2025
Q4 		$14.6M Buy
39,558
+13,619
+53% +$4.87M 0.17% 106
2025
Q3 		$9.49M Buy
25,939
+1,188
+5% +$378K 0.14% 125
2025
Q2 		$7.29M Sell
24,751
-671
-3% -$189K 0.11% 150
2025
Q1 		$6.84M Sell
25,422
-680
-3% -$201K 0.12% 141
2024
Q4 		$7.75M Buy
26,102
+1,471
+6% +$423K 0.13% 137
2024
Q3 		$6.68M Buy
24,631
+7,416
+43% +$1.85M 0.12% 152
2024
Q2 		$3.99M Sell
17,215
-711
-4% -$165K 0.09% 199
2024
Q1 		$4.17M Buy
17,926
+1,407
+9% +$292K 0.09% 190
2023
Q4 		$3.09M Buy
16,519
+2,960
+22% +$476K 0.08% 220
2023
Q3 		$2.02M Buy
13,559
+398
+3% +$65.1K 0.06% 258
2023
Q2 		$2.29M Buy
13,161
+11,577
+731% +$1.87M 0.08% 227
2023
Q1 		$261K Buy
1,584
+193
+14% +$32K 0.01% 528
2022
Q4 		$206K Sell
1,391
-463
-25% -$68.6K 0.01% 513
2022
Q3 		$250K Sell
1,854
-2,512
-58% -$380K 0.01% 458
2022
Q2 		$605K Buy
4,366
+1,453
+50% +$240K 0.03% 360
2022
Q1 		$545K Buy
+2,913
New +$526K 0.02% 287

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

NewEdge Wealth's AXP Position: Q2 2026 in Review

NewEdge Wealth increased its American Express (AXP) stake by 2.9% in Q2 2026, buying an estimated $221K and bringing the position to 24,186 shares worth $8.18M. The position accounts for 0.08% of the portfolio, ranked #162.

NewEdge Wealth first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.6M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • NewEdge Wealth held 24,186 shares of American Express worth $8.18M as of Q2 2026.
  • NewEdge Wealth bought 689 American Express shares in Q2 2026, an estimated $221K.
  • American Express made up 0.08% of NewEdge Wealth's portfolio in Q2 2026, its #162 holding.
  • NewEdge Wealth first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • NewEdge Wealth's American Express position peaked at $14.6M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.