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 Q2	$2.78M	Buy	8,228 +1,741	+27%	+$557K	0.17%	89
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Icon Wealth Advisors increased its American Express (AXP) stake by 27% in Q2 2026, buying an estimated $557K and bringing the position to 8,228 shares worth $2.78M. The position accounts for 0.17% of the portfolio, ranked #89.

Icon Wealth Advisors first reported a position in AXP in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.13M in Q4 2024. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Icon Wealth Advisors held 8,228 shares of American Express worth $2.78M as of Q2 2026.
Icon Wealth Advisors bought 1,741 American Express shares in Q2 2026, an estimated $557K.
American Express made up 0.17% of Icon Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Icon Wealth Advisors first reported a position in American Express in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's American Express position peaked at $3.13M in Q4 2024.
3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.