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IEQ Capital’s American Express AXP Stock Holding History

IEQ Capital’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 		$7.31M Buy
24,155
+935
+4% +$313K 0.03% 421
2025
Q4 		$8.59M Buy
23,220
+19,526
+529% +$6.99M 0.03% 383
2025
Q3 		$1.23M Sell
3,694
-5,735
-61% -$1.82M ﹤0.01% 933
2025
Q2 		$3.01M Sell
9,429
-14,333
-60% -$4.03M 0.02% 556
2025
Q1 		$6.39M Sell
23,762
-2,892
-11% -$855K 0.05% 284
2024
Q4 		$7.91M Sell
26,654
-5,230
-16% -$1.5M 0.08% 174
2024
Q3 		$8.65M Buy
31,884
+3,955
+14% +$985K 0.11% 136
2024
Q2 		$6.47M Buy
27,929
+3,273
+13% +$758K 0.09% 148
2024
Q1 		$5.61M Buy
24,656
+1,626
+7% +$337K 0.08% 158
2023
Q4 		$4.31M Buy
23,030
+2,319
+11% +$373K 0.07% 179
2023
Q3 		$3.09M Buy
20,711
+465
+2% +$76.1K 0.06% 192
2023
Q2 		$3.53M Buy
20,246
+1,539
+8% +$248K 0.07% 183
2023
Q1 		$3.09M Buy
18,707
+168
+0.9% +$27.9K 0.07% 185
2022
Q4 		$2.74M Buy
18,539
+1,174
+7% +$174K 0.08% 188
2022
Q3 		$2.34M Buy
17,365
+7,307
+73% +$1.11M 0.06% 202
2022
Q2 		$1.39M Sell
10,058
-4,433
-31% -$732K 0.04% 255
2022
Q1 		$2.71M Sell
14,491
-436
-3% -$78.7K 0.06% 173
2021
Q4 		$2.44M Buy
14,927
+4,454
+43% +$760K 0.06% 173
2021
Q3 		$1.75M Buy
10,473
+1,913
+22% +$320K 0.05% 207
2021
Q2 		$1.41M Buy
8,560
+2,233
+35% +$350K 0.04% 208
2021
Q1 		$895K Buy
+6,327
New +$836K 0.04% 216
2020
Q4 		– Sell
-5,018
Closed -$504K – 233
2020
Q3 		$504K Buy
5,018
+2,619
+109% +$258K 0.03% 235
2020
Q2 		$228K Sell
2,399
-6,471
-73% -$596K 0.01% 270
2020
Q1 		$759K Buy
8,870
+2,707
+44% +$315K 0.06% 167
2019
Q4 		$768K Buy
+6,163
New +$737K 0.07% 173

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IEQ Capital's AXP Position: Q1 2026 in Review

IEQ Capital increased its American Express (AXP) stake by 4% in Q1 2026, buying an estimated $313K and bringing the position to 24,155 shares worth $7.31M. The position accounts for 0.03% of the portfolio, ranked #421.

IEQ Capital first reported a position in AXP in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.65M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • IEQ Capital held 24,155 shares of American Express worth $7.31M as of Q1 2026.
  • IEQ Capital bought 935 American Express shares in Q1 2026, an estimated $313K.
  • American Express made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #421 holding.
  • IEQ Capital first reported a position in American Express in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's American Express position peaked at $8.65M in Q3 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.