Icon Wealth Advisors’s American Express AXP Stock Holding History

Icon 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	$2.05M	Sell	6,487 -1,727	-21%	-$579K	0.13%	106
2025 Q4	$3.02M	Buy	8,214 +586	+8%	+$210K	0.2%	75
2025 Q3	$2.53M	Sell	7,628 -853	-10%	-$271K	0.17%	91
2025 Q2	$2.71M	Sell	8,481 -1,881	-18%	-$529K	0.19%	87
2025 Q1	$2.79M	Sell	10,362 -184	-2%	-$54.4K	0.23%	82
2024 Q4	$3.13M	Hold	10,546	–	–	0.26%	74
2024 Q3	$2.86M	Sell	10,546 -118	-1%	-$29.4K	0.24%	73
2024 Q2	$2.7M	Buy	10,664 +2,241	+27%	+$519K	0.24%	74
2024 Q1	$1.92M	Buy	8,423 +5,748	+215%	+$1.19M	0.18%	100
2023 Q4	$501K	Buy	+2,675	New	+$431K	0.05%	194
2022 Q4	$985K	Sell	6,669 -20	-0.3%	-$2.96K	0.11%	133
2022 Q3	$902K	Buy	+6,689	New	+$1.01M	0.11%	140

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

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

Icon Wealth Advisors reduced its American Express (AXP) stake by 21% in Q1 2026, selling an estimated $579K and leaving 6,487 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #106.

Icon Wealth Advisors first reported a position in AXP in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.13M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Icon Wealth Advisors held 6,487 shares of American Express worth $2.05M as of Q1 2026.
Icon Wealth Advisors sold 1,727 American Express shares in Q1 2026, an estimated $579K.
American Express made up 0.13% of Icon Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Icon Wealth Advisors first reported a position in American Express in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's American Express position peaked at $3.13M in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.