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IBEX Wealth Advisors’s American Express AXP Stock Holding History

IBEX Wealth 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 		– Sell
-3,669
Closed -$1.11M – 210
2026
Q1 		$1.11M Sell
3,669
-16,360
-82% -$5.49M 0.1% 100
2025
Q4 		$7.41M Buy
20,029
+767
+4% +$274K 0.73% 48
2025
Q3 		$6.4M Buy
19,262
+1,206
+7% +$384K 0.61% 52
2025
Q2 		$5.76M Buy
18,056
+1,219
+7% +$343K 0.61% 58
2025
Q1 		$4.53M Buy
16,837
+4,173
+33% +$1.23M 0.6% 59
2024
Q4 		$3.76M Sell
12,664
-56,408
-82% -$16.2M 0.44% 67
2024
Q3 		$12.9M Buy
69,072
+61,662
+832% +$15.4M 3.52% 4
2024
Q2 		$1.72M Buy
+7,410
New +$1.72M 0.27% 74
2017
Q1 		– Sell
-209
Closed -$16K – 95
2016
Q4 		$16K Buy
+209
New +$14.5K 0.01% 240

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

IBEX Wealth Advisors's AXP Position: Q2 2026 in Review

IBEX Wealth Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 3,669 shares — an estimated $1.11M sold.

IBEX Wealth Advisors first reported a position in AXP in Q4 2016 and held it in 9 quarters. The position peaked at $12.9M in Q3 2024. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IBEX Wealth Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,669 American Express shares in Q2 2026, an estimated $1.11M.
  • IBEX Wealth Advisors first reported a position in American Express in Q4 2016 and held it in 9 quarters.
  • IBEX Wealth Advisors's American Express position peaked at $12.9M in Q3 2024.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.