IHT Wealth Management’s American Express AXP Stock Holding History

IHT Wealth Management’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	$4.54M	Buy	15,016 +2,280	+18%	+$764K	0.11%	199
2025 Q4	$4.71M	Buy	12,736 +2,312	+22%	+$827K	0.11%	181
2025 Q3	$3.46M	Buy	10,424 +62	+0.6%	+$19.7K	0.09%	228
2025 Q2	$3.31M	Buy	10,362 +1,081	+12%	+$304K	0.09%	216
2025 Q1	$2.5M	Buy	9,281 +3,262	+54%	+$964K	0.08%	241
2024 Q4	$1.79M	Buy	6,019 +879	+17%	+$253K	0.06%	300
2024 Q3	$1.39M	Buy	5,140 +426	+9%	+$106K	0.04%	404
2024 Q2	$1.09M	Sell	4,714 -36	-0.8%	-$8.34K	0.04%	406
2024 Q1	$1.08M	Sell	4,750 -643	-12%	-$133K	0.04%	395
2023 Q4	$1.01M	Buy	5,393 +60	+1%	+$9.66K	0.05%	384
2023 Q3	$796K	Buy	5,333 +73	+1%	+$11.9K	0.04%	407
2023 Q2	$916K	Sell	5,260 -915	-15%	-$148K	0.05%	363
2023 Q1	$1.02M	Sell	6,175 -5,589	-48%	-$927K	0.06%	305
2022 Q4	$1.74M	Sell	11,764 -231	-2%	-$34.2K	0.11%	194
2022 Q3	$1.62M	Buy	11,995 +1,709	+17%	+$259K	0.12%	192
2022 Q2	$1.43M	Buy	10,286 +224	+2%	+$37K	0.13%	173
2022 Q1	$1.88M	Buy	10,062 +6,791	+208%	+$1.23M	0.14%	151
2021 Q4	$535K	Buy	3,271 +22	+0.7%	+$3.75K	0.04%	415
2021 Q3	$544K	Sell	3,249 -433	-12%	-$72.4K	0.04%	402
2021 Q2	$608K	Sell	3,682 -170	-4%	-$26.6K	0.04%	460
2021 Q1	$545K	Buy	3,852 +248	+7%	+$32.8K	0.04%	425
2020 Q4	$436K	Sell	3,604 -220	-6%	-$24.4K	0.04%	454
2020 Q3	$383K	Buy	+3,824	New	+$376K	0.04%	411
2020 Q2	–	Sell	-3,034	Closed	-$260K	–	581
2020 Q1	$260K	Sell	3,034 -696	-19%	-$81K	0.04%	430
2019 Q4	$464K	Buy	3,730 +344	+10%	+$41.1K	0.05%	343
2019 Q3	$401K	Buy	3,386 +1,469	+77%	+$180K	0.05%	362
2019 Q2	$237K	Buy	+1,917	New	+$225K	0.03%	456
2019 Q1	–	Sell	-2,734	Closed	-$261K	–	517
2018 Q4	$261K	Buy	2,734 +755	+38%	+$79K	0.05%	365
2018 Q3	$211K	Buy	+1,979	New	+$206K	0.05%	397
2018 Q2	–	Sell	-1,123	Closed	-$102K	–	488
2018 Q1	$102K	Buy	1,123 +101	+10%	+$9.78K	0.03%	472
2017 Q4	$102K	Buy	1,022 +318	+45%	+$30.3K	0.03%	486
2017 Q3	$65K	Sell	704 -119	-14%	-$10.2K	0.03%	445
2017 Q2	$38	Hold	823	–	–	0.02%	582
2017 Q1	$64K	Sell	823 -177	-18%	-$13.8K	0.04%	370
2016 Q4	$75K	Buy	+1,000	New	+$69.2K	0.06%	311

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

IHT Wealth Management's AXP Position: Q1 2026 in Review

IHT Wealth Management increased its American Express (AXP) stake by 18% in Q1 2026, buying an estimated $764K and bringing the position to 15,016 shares worth $4.54M. The position accounts for 0.11% of the portfolio, ranked #199.

IHT Wealth Management first reported a position in AXP in Q4 2016 and has held it in 35 quarters since. The position peaked at $4.71M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

IHT Wealth Management held 15,016 shares of American Express worth $4.54M as of Q1 2026.
IHT Wealth Management bought 2,280 American Express shares in Q1 2026, an estimated $764K.
American Express made up 0.11% of IHT Wealth Management's portfolio in Q1 2026, its #199 holding.
IHT Wealth Management first reported a position in American Express in Q4 2016 and has held it in 35 quarters since.
IHT Wealth Management's American Express position peaked at $4.71M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.