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Terra Nova Asset Management’s American Express AXP Stock Holding History

Terra Nova Asset 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
Q1 		$424K Buy
1,402
+3
+0.2% +$1.01K 0.31% 60
2025
Q4 		$517K Buy
1,399
+3
+0.2% +$1.07K 0.34% 60
2025
Q3 		$464K Sell
1,396
-27
-2% -$8.59K 0.29% 67
2025
Q2 		$454K Buy
1,423
+4
+0.3% +$1.13K 0.32% 63
2025
Q1 		$382K Buy
1,419
+3
+0.2% +$887 0.3% 63
2024
Q4 		$420K Buy
1,416
+3
+0.2% +$862 0.32% 66
2024
Q3 		$383K Buy
1,413
+4
+0.3% +$996 0.28% 65
2024
Q2 		$326K Buy
1,409
+4
+0.3% +$926 0.26% 72
2024
Q1 		$320K Buy
1,405
+4
+0.3% +$829 0.25% 73
2023
Q4 		$262K Buy
1,401
+10
+0.7% +$1.61K 0.23% 77
2023
Q3 		$242K Hold
1,391
– – 0.22% 76
2023
Q2 		$242K Sell
1,391
-74
-5% -$11.9K 0.22% 76
2023
Q1 		$242K Sell
1,465
-447
-23% -$74.2K 0.24% 75
2022
Q4 		$283K Sell
1,912
-129
-6% -$19.1K 0.3% 74
2022
Q3 		$275K Buy
2,041
+89
+5% +$13.5K 0.3% 71
2022
Q2 		$271K Buy
1,952
+752
+63% +$124K 0.3% 70
2022
Q1 		$224K Buy
+1,200
New +$217K 0.21% 81
2017
Q1 		– Sell
-5,785
Closed -$429K – 64
2016
Q4 		$429K Buy
5,785
+110
+2% +$7.62K 0.86% 43
2016
Q3 		$363K Sell
5,675
-5,667
-50% -$364K 0.79% 44
2016
Q2 		$689K Buy
11,342
+5,850
+107% +$371K 1.18% 39
2016
Q1 		$337K Hold
5,492
– – 0.39% 80
2015
Q4 		$382K Hold
5,492
– – 0.42% 74
2015
Q3 		$407K Sell
5,492
-8,200
-60% -$631K 0.36% 71
2015
Q2 		$1.06M Buy
13,692
+10,467
+325% +$830K 0.87% 35
2015
Q1 		$252K Buy
+3,225
New +$268K 0.21% 107

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

Terra Nova Asset Management's AXP Position: Q1 2026 in Review

Terra Nova Asset Management increased its American Express (AXP) stake by 0.21% in Q1 2026, buying an estimated $1.01K and bringing the position to 1,402 shares worth $424K. The position accounts for 0.31% of the portfolio, ranked #60.

Terra Nova Asset Management first reported a position in AXP in Q1 2015 and has held it in 25 quarters since. The position peaked at $1.06M in Q2 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Terra Nova Asset Management held 1,402 shares of American Express worth $424K as of Q1 2026.
  • Terra Nova Asset Management bought 3 American Express shares in Q1 2026, an estimated $1.01K.
  • American Express made up 0.31% of Terra Nova Asset Management's portfolio in Q1 2026, its #60 holding.
  • Terra Nova Asset Management first reported a position in American Express in Q1 2015 and has held it in 25 quarters since.
  • Terra Nova Asset Management's American Express position peaked at $1.06M in Q2 2015.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.