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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IBEX Wealth Advisors's AXP Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its American Express (AXP) stake by 82% in Q1 2026, selling an estimated $5.49M and leaving 3,669 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #100.

IBEX Wealth Advisors first reported a position in AXP in Q4 2016 and has held it in 9 quarters since. The position peaked at $12.9M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

IBEX Wealth Advisors held 3,669 shares of American Express worth $1.11M as of Q1 2026.
IBEX Wealth Advisors sold 16,360 American Express shares in Q1 2026, an estimated $5.49M.
American Express made up 0.1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #100 holding.
IBEX Wealth Advisors first reported a position in American Express in Q4 2016 and has held it in 9 quarters since.
IBEX Wealth Advisors's American Express position peaked at $12.9M in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.