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IFG Advisors’s American Express AXP Stock Holding History

IFG 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 		$1.44M Sell
4,249
-35
-0.8% -$11.2K 0.2% 56
2026
Q1 		$1.3M Buy
4,284
+43
+1% +$14.4K 0.21% 52
2025
Q4 		$1.57M Buy
4,241
+4
+0.1% +$1.43K 0.26% 46
2025
Q3 		$1.41M Buy
4,237
+4
+0.1% +$1.27K 0.23% 48
2025
Q2 		$1.35M Buy
4,233
+3
+0.1% +$844 0.23% 50
2025
Q1 		$1.14M Sell
4,230
-76
-2% -$22.5K 0.22% 51
2024
Q4 		$1.28M Sell
4,306
-136
-3% -$39.1K 0.25% 48
2024
Q3 		$1.2M Buy
4,442
+5
+0.1% +$1.25K 0.26% 44
2024
Q2 		$1.03M Buy
4,437
+5
+0.1% +$1.16K 0.24% 47
2024
Q1 		$1.01M Buy
4,432
+5
+0.1% +$1.04K 0.26% 41
2023
Q4 		$829K Buy
4,427
+7
+0.2% +$1.13K 0.24% 45
2023
Q3 		$659K Buy
4,420
+6
+0.1% +$981 0.23% 50
2023
Q2 		$769K Buy
4,414
+7
+0.2% +$1.13K 0.27% 41
2023
Q1 		$727K Buy
4,407
+4
+0.1% +$664 0.29% 42
2022
Q4 		$650K Buy
4,403
+6
+0.1% +$889 0.28% 45
2022
Q3 		$593K Buy
4,397
+10
+0.2% +$1.51K 0.3% 46
2022
Q2 		$608K Buy
4,387
+5
+0.1% +$826 0.31% 46
2022
Q1 		$819K Buy
4,382
+4
+0.1% +$722 0.36% 40
2021
Q4 		$716K Buy
4,378
+10
+0.2% +$1.71K 0.3% 48
2021
Q3 		$732K Buy
4,368
+11
+0.3% +$1.84K 0.34% 42
2021
Q2 		$720K Buy
4,357
+12
+0.3% +$1.88K 0.34% 43
2021
Q1 		$615K Buy
4,345
+15
+0.3% +$1.98K 0.34% 44
2020
Q4 		$524K Buy
4,330
+20
+0.5% +$2.21K 0.32% 46
2020
Q3 		$432K Buy
4,310
+17
+0.4% +$1.67K 0.31% 46
2020
Q2 		$409K Buy
4,293
+21
+0.5% +$1.93K 0.32% 46
2020
Q1 		$366K Buy
+4,272
New +$497K 0.36% 45

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

IFG Advisors's AXP Position: Q2 2026 in Review

IFG Advisors reduced its American Express (AXP) stake by 0.82% in Q2 2026, selling an estimated $11.2K and leaving 4,249 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #56.

IFG Advisors first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.57M in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IFG Advisors held 4,249 shares of American Express worth $1.44M as of Q2 2026.
  • IFG Advisors sold 35 American Express shares in Q2 2026, an estimated $11.2K.
  • American Express made up 0.2% of IFG Advisors's portfolio in Q2 2026, its #56 holding.
  • IFG Advisors first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • IFG Advisors's American Express position peaked at $1.57M in Q4 2025.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.