IA
AXP icon

IFC Advisors’s American Express AXP Stock Holding History

IFC 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 		$3.09M Buy
9,124
+129
+1% +$41.3K 0.39% 40
2026
Q1 		$2.72M Sell
8,995
-27
-0.3% -$9.05K 0.39% 42
2025
Q4 		$3.34M Sell
9,022
-74
-0.8% -$26.5K 0.49% 39
2025
Q3 		$3.02M Buy
9,096
+9
+0.1% +$2.86K 0.55% 36
2025
Q2 		$2.9M Buy
9,087
+44
+0.5% +$12.4K 0.54% 38
2025
Q1 		$2.43M Sell
9,043
-29
-0.3% -$8.57K 0.51% 41
2024
Q4 		$2.69M Buy
+9,072
New +$2.61M 0.59% 35

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

IFC Advisors's AXP Position: Q2 2026 in Review

IFC Advisors increased its American Express (AXP) stake by 1.4% in Q2 2026, buying an estimated $41.3K and bringing the position to 9,124 shares worth $3.09M. The position accounts for 0.39% of the portfolio, ranked #40.

IFC Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IFC Advisors held 9,124 shares of American Express worth $3.09M as of Q2 2026.
  • IFC Advisors bought 129 American Express shares in Q2 2026, an estimated $41.3K.
  • American Express made up 0.39% of IFC Advisors's portfolio in Q2 2026, its #40 holding.
  • IFC Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's American Express position peaked at $3.34M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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