IFG Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.96M | Buy |
+8,749
| New | +$2.8M | 0.1% | 224 |
|
|
2026
Q1 | – | Sell |
-8,020
| Closed | -$2.97M | – | 365 |
|
|
2025
Q4 | $2.97M | Sell |
8,020
-43
| -0.5% | -$15.4K | 0.13% | 192 |
|
|
2025
Q3 | $2.68M | Sell |
8,063
-137
| -2% | -$43.6K | 0.12% | 196 |
|
|
2025
Q2 | $2.62M | Buy |
8,200
+86
| +1% | +$24.2K | 0.13% | 189 |
|
|
2025
Q1 | $2.18M | Sell |
8,114
-321
| -4% | -$94.9K | 0.12% | 205 |
|
|
2024
Q4 | $2.5M | Sell |
8,435
-130
| -2% | -$37.3K | 0.14% | 172 |
|
|
2024
Q3 | $2.32M | Sell |
8,565
-51
| -0.6% | -$12.7K | 0.15% | 181 |
|
|
2024
Q2 | $2M | Buy |
+8,616
| New | +$2M | 0.13% | 189 |
|
|
2024
Q1 | – | Sell |
-9,423
| Closed | -$1.77M | – | 381 |
|
|
2023
Q4 | $1.77M | Sell |
9,423
-1,517
| -14% | -$244K | 0.13% | 184 |
|
|
2023
Q3 | $1.63M | Sell |
10,940
-379
| -3% | -$62K | 0.14% | 184 |
|
|
2023
Q2 | $1.97M | Sell |
11,319
-402
| -3% | -$64.9K | 0.17% | 170 |
|
|
2023
Q1 | $1.93M | Sell |
11,721
-257
| -2% | -$42.6K | 0.18% | 139 |
|
|
2022
Q4 | $1.77M | Sell |
11,978
-4,711
| -28% | -$698K | 0.18% | 135 |
|
|
2022
Q3 | $2.25M | Buy |
16,689
+4,513
| +37% | +$683K | 0.2% | 111 |
|
|
2022
Q2 | $1.69M | Sell |
12,176
-412
| -3% | -$68.1K | 0.18% | 129 |
|
|
2022
Q1 | $2.35M | Buy |
12,588
+36
| +0.3% | +$6.5K | 0.24% | 104 |
|
|
2021
Q4 | $2.05M | Buy |
12,552
+679
| +6% | +$116K | 0.2% | 121 |
|
|
2021
Q3 | $1.99M | Sell |
11,873
-365
| -3% | -$61K | 0.21% | 123 |
|
|
2021
Q2 | $2.02M | Sell |
12,238
-3,599
| -23% | -$564K | 0.22% | 114 |
|
|
2021
Q1 | $2.24M | Sell |
15,837
-226
| -1% | -$29.9K | 0.28% | 83 |
|
|
2020
Q4 | $1.94M | Buy |
16,063
+70
| +0.4% | +$7.75K | 0.27% | 87 |
|
|
2020
Q3 | $1.6M | Buy |
15,993
+639
| +4% | +$62.9K | 0.26% | 94 |
|
|
2020
Q2 | $1.46M | Buy |
15,354
+741
| +5% | +$68.2K | 0.26% | 92 |
|
|
2020
Q1 | $1.25M | Sell |
14,613
-162
| -1% | -$18.8K | 0.28% | 89 |
|
|
2019
Q4 | $1.84M | Sell |
14,775
-231
| -2% | -$27.6K | 0.34% | 84 |
|
|
2019
Q3 | $1.77M | Sell |
15,006
-596
| -4% | -$73.1K | 0.34% | 85 |
|
|
2019
Q2 | $1.93M | Sell |
15,602
-418
| -3% | -$49.1K | 0.34% | 66 |
|
|
2019
Q1 | $1.75M | Buy |
16,020
+1,821
| +13% | +$191K | 0.34% | 64 |
|
|
2018
Q4 | $1.35M | Buy |
14,199
+108
| +0.8% | +$11.3K | 0.32% | 77 |
|
|
2018
Q3 | $1.5M | Buy |
14,091
+620
| +5% | +$64.5K | 0.28% | 85 |
|
|
2018
Q2 | $1.32M | Buy |
13,471
+74
| +0.6% | +$7.27K | 0.27% | 86 |
|
|
2018
Q1 | $1.25M | Sell |
13,397
-1,550
| -10% | -$150K | 0.28% | 83 |
|
|
2017
Q4 | $1.48M | Buy |
+14,947
| New | +$1.42M | 0.33% | 73 |
|
Other funds holding AXP
IFG Advisory's AXP Position: Q2 2026 in Review
IFG Advisory opened a new position in American Express (AXP) in Q2 2026: 8,749 shares worth $2.96M. The stake represents 0.1% of the portfolio and ranks #224 among its holdings. This is a return to the name: IFG Advisory previously reported a position in AXP as recently as Q4 2025.
IFG Advisory first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.97M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- IFG Advisory held 8,749 shares of American Express worth $2.96M as of Q2 2026.
- American Express was a new IFG Advisory position in Q2 2026.
- American Express made up 0.1% of IFG Advisory's portfolio in Q2 2026, its #224 holding.
- IFG Advisory first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
- IFG Advisory's American Express position peaked at $2.97M in Q4 2025.
- 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.