Ninety One (UK)’s American Express AXP Stock Holding History

Ninety One (UK)’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	–	Sell	-44,559	Closed	-$16.5M	–	238
2025 Q4	$16.5M	Buy	44,559 +1,740	+4%	+$623K	0.04%	155
2025 Q3	$14.2M	Sell	42,819 -28,067	-40%	-$8.93M	0.03%	158
2025 Q2	$22.6M	Sell	70,886 -31,141	-31%	-$8.76M	0.05%	125
2025 Q1	$27.5M	Sell	102,027 -76,091	-43%	-$22.5M	0.08%	120
2024 Q4	$52.9M	Sell	178,118 -1,517	-0.8%	-$436K	0.14%	92
2024 Q3	$48.7M	Sell	179,635 -4,133	-2%	-$1.03M	0.13%	100
2024 Q2	$42.6M	Sell	183,768 -12,782	-7%	-$2.96M	0.12%	105
2024 Q1	$44.8M	Sell	196,550 -7,507	-4%	-$1.56M	0.13%	103
2023 Q4	$38.2M	Sell	204,057 -9,737	-5%	-$1.57M	0.11%	99
2023 Q3	$31.9M	Sell	213,794 -38,842	-15%	-$6.35M	0.1%	107
2023 Q2	$44M	Sell	252,636 -41,703	-14%	-$6.73M	0.13%	104
2023 Q1	$48.6M	Sell	294,339 -208,366	-41%	-$34.6M	0.15%	95
2022 Q4	$74.3M	Sell	502,705 -25,254	-5%	-$3.74M	0.24%	82
2022 Q3	$71.2M	Buy	527,959 +22,861	+5%	+$3.46M	0.23%	85
2022 Q2	$70M	Sell	505,098 -141,544	-22%	-$23.4M	0.21%	91
2022 Q1	$121M	Sell	646,642 -13,818	-2%	-$2.5M	0.31%	77
2021 Q4	$108M	Sell	660,460 -205,099	-24%	-$35M	0.26%	86
2021 Q3	$145M	Sell	865,559 -184,876	-18%	-$30.9M	0.37%	74
2021 Q2	$174M	Sell	1,050,435 -154,518	-13%	-$24.2M	0.45%	67
2021 Q1	$170M	Sell	1,204,953 -124,080	-9%	-$16.4M	0.48%	64
2020 Q4	$161M	Sell	1,329,033 -303,474	-19%	-$33.6M	0.49%	59
2020 Q3	$164M	Sell	1,632,507 -211,424	-11%	-$20.8M	0.59%	49
2020 Q2	$176M	Buy	1,843,931 +368,083	+25%	+$33.9M	0.62%	49
2020 Q1	$126M	Buy	1,475,848 +247,752	+20%	+$28.8M	0.53%	50
2019 Q4	$153M	Buy	1,228,096 +702,516	+134%	+$84M	0.51%	55
2019 Q3	$62.2M	Sell	525,580 -122,927	-19%	-$15.1M	0.24%	93
2019 Q2	$73.3M	Buy	648,507 +10,561	+2%	+$1.24M	0.28%	97
2019 Q1	$69.7M	Buy	637,946 +272,272	+74%	+$28.6M	0.28%	99
2018 Q4	$34.9M	Buy	365,674 +382	+0.1%	+$40K	0.15%	122
2018 Q3	$38.9M	Buy	365,292 +43,636	+14%	+$4.54M	0.15%	112
2018 Q2	$31.5M	Sell	321,656 -249,677	-44%	-$24.5M	0.16%	107
2018 Q1	$53.3M	Sell	571,333 -27,869	-5%	-$2.7M	0.29%	88
2017 Q4	$59.5M	Sell	599,202 -5,462	-0.9%	-$520K	0.24%	92
2017 Q3	$54.7M	Sell	604,664 -2,354	-0.4%	-$202K	0.24%	91
2017 Q2	$51.1M	Sell	607,018 -186,409	-23%	-$14.7M	0.24%	96
2017 Q1	$62.8M	Buy	793,427 +34,879	+5%	+$2.73M	0.31%	93
2016 Q4	$56.2M	Sell	758,548 -10,080	-1%	-$698K	0.29%	100
2016 Q3	$49.2M	Sell	768,628 -13,460	-2%	-$865K	0.24%	114
2016 Q2	$47.5M	Buy	+782,088	New	+$49.5M	0.25%	118
2016 Q1	–	Sell	-82,492	Closed	-$5.74M	–	308
2015 Q4	$5.74M	Buy	82,492 +1,147	+1%	+$83.5K	0.03%	206
2015 Q3	$6.03M	Buy	+81,345	New	+$6.26M	0.04%	202

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ninety One (UK)'s AXP Position: Q1 2026 in Review

Ninety One (UK) sold out of American Express (AXP) in Q1 2026, closing a stake of 44,559 shares — an estimated $16.5M sold.

Ninety One (UK) first reported a position in AXP in Q3 2015 and held it in 41 quarters. The position peaked at $176M in Q2 2020. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ninety One (UK) reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Ninety One (UK) sold 44,559 American Express shares in Q1 2026, an estimated $16.5M.
Ninety One (UK) first reported a position in American Express in Q3 2015 and held it in 41 quarters.
Ninety One (UK)'s American Express position peaked at $176M in Q2 2020.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ninety One (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.