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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
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 $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

World Investment Advisors's AXP Position: Q1 2026 in Review

World Investment Advisors reduced its American Express (AXP) stake by 0.59% in Q1 2026, selling an estimated $23.5K and leaving 11,776 shares worth $3.56M. The position accounts for 0.06% of the portfolio, ranked #340.

World Investment Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.38M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • World Investment Advisors held 11,776 shares of American Express worth $3.56M as of Q1 2026.
  • World Investment Advisors sold 70 American Express shares in Q1 2026, an estimated $23.5K.
  • American Express made up 0.06% of World Investment Advisors's portfolio in Q1 2026, its #340 holding.
  • World Investment Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
  • World Investment Advisors's American Express position peaked at $4.38M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.