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IAG Wealth Partners’s American Express AXP Stock Holding History

IAG Wealth Partners’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 		– Sell
-12
Closed -$3.63K – 509
2026
Q1 		$3.63K Buy
+12
New +$4.02K ﹤0.01% 440
2025
Q2 		– Sell
-150
Closed -$40.4K – 496
2025
Q1 		$40.4K Buy
+150
New +$44.3K 0.01% 215
2022
Q4 		– Sell
-29
Closed -$4K – 441
2022
Q3 		$4K Hold
29
– – ﹤0.01% 351
2022
Q2 		$4K Hold
29
– – ﹤0.01% 345
2022
Q1 		$5K Buy
+29
New +$5.24K ﹤0.01% 353
2020
Q3 		– Sell
-35
Closed -$4K – 360
2020
Q2 		$4K Hold
35
– – ﹤0.01% 291
2020
Q1 		$3K Hold
35
– – ﹤0.01% 298
2019
Q4 		$5K Buy
+35
New +$4.18K ﹤0.01% 301

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

IAG Wealth Partners's AXP Position: Q2 2026 in Review

IAG Wealth Partners sold out of American Express (AXP) in Q2 2026, closing a stake of 12 shares — an estimated $3.63K sold.

IAG Wealth Partners first reported a position in AXP in Q4 2019 and held it in 8 quarters. The position peaked at $40.4K in Q1 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IAG Wealth Partners reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 12 American Express shares in Q2 2026, an estimated $3.63K.
  • IAG Wealth Partners first reported a position in American Express in Q4 2019 and held it in 8 quarters.
  • IAG Wealth Partners's American Express position peaked at $40.4K in Q1 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.