IFS Advisors’s American Express AXP Stock Holding History

IFS 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 Q1	$6.05K	Hold	20	–	–	﹤0.01%	141
2025 Q4	$7.4K	Hold	20	–	–	﹤0.01%	113
2025 Q3	$6.64K	Hold	20	–	–	﹤0.01%	111
2025 Q2	$6.38K	Hold	20	–	–	﹤0.01%	104
2025 Q1	$5.38K	Hold	20	–	–	﹤0.01%	123
2024 Q4	$5.93K	Hold	20	–	–	﹤0.01%	111
2024 Q3	$5.42K	Hold	20	–	–	﹤0.01%	92
2024 Q2	$4.63K	Hold	20	–	–	﹤0.01%	90
2024 Q1	$4.55K	Hold	20	–	–	﹤0.01%	90
2023 Q4	$3.75K	Buy	+20	New	+$3.22K	﹤0.01%	91

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFS Advisors's AXP Position: Q1 2026 in Review

IFS Advisors held its American Express (AXP) position steady in Q1 2026 at 20 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #141.

IFS Advisors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.4K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

IFS Advisors held 20 shares of American Express worth $6.05K as of Q1 2026.
IFS Advisors left its American Express share count unchanged in Q1 2026.
American Express made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #141 holding.
IFS Advisors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
IFS Advisors's American Express position peaked at $7.4K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.