IFS Advisors
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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
Q3 		$46.5K Buy
153
+133
+665% +$44.4K 0.01% 198
2026
Q2 		$6.76K Hold
20
– – ﹤0.01% 140
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 		$5.94K 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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFS Advisors's AXP Position: Q3 2026 in Review

IFS Advisors increased its American Express (AXP) stake by 665% in Q3 2026, buying an estimated $44.4K and bringing the position to 153 shares worth $46.5K. The position accounts for 0.01% of the portfolio, ranked #198.

IFS Advisors first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. 632 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • IFS Advisors held 153 shares of American Express worth $46.5K as of Q3 2026.
  • IFS Advisors bought 133 American Express shares in Q3 2026, an estimated $44.4K.
  • American Express made up 0.01% of IFS Advisors's portfolio in Q3 2026, its #198 holding.
  • IFS Advisors first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • 632 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.