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World Investment Advisors’s American Express AXP Stock Holding History

World Investment 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
Q2 		$3.23M Sell
10,502
-1,274
-11% -$408K 0.05% 358
2026
Q1 		$3.56M Sell
11,776
-70
-0.6% -$23.5K 0.06% 340
2025
Q4 		$4.38M Buy
11,846
+3,220
+37% +$1.15M 0.07% 284
2025
Q3 		$2.87M Buy
8,626
+1,373
+19% +$437K 0.06% 332
2025
Q2 		$2.31M Buy
7,253
+638
+10% +$180K 0.05% 347
2025
Q1 		$1.78M Buy
6,615
+558
+9% +$165K 0.05% 372
2024
Q4 		$1.8M Buy
6,057
+1,292
+27% +$371K 0.05% 347
2024
Q3 		$1.29M Buy
4,765
+3,867
+431% +$963K 0.04% 379
2024
Q2 		$208K Buy
+898
New +$208K 0.01% 588

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 $3.38T AUM 44.17% 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

World Investment Advisors's AXP Position: Q2 2026 in Review

World Investment Advisors reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $408K and leaving 10,502 shares worth $3.23M. The position accounts for 0.05% of the portfolio, ranked #358.

World Investment Advisors first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.38M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • World Investment Advisors held 10,502 shares of American Express worth $3.23M as of Q2 2026.
  • World Investment Advisors sold 1,274 American Express shares in Q2 2026, an estimated $408K.
  • American Express made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #358 holding.
  • World Investment Advisors first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's American Express position peaked at $4.38M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.