IMA Advisory Services’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
$287K Buy
849
+90
+12% +$28.8K 0.02% 288
2026
Q1
$230K Buy
759
+1
+0.1% +$335 0.02% 171
2025
Q4
$280K Buy
758
+34
+5% +$12.2K 0.03% 165
2025
Q3
$240K Buy
724
+76
+12% +$24.2K 0.02% 162
2025
Q2
$207K Buy
648
+4
+0.6% +$1.13K 0.02% 168
2025
Q1
$173K Buy
+644
New +$190K 0.02% 175
2024
Q4
Sell
-644
Closed -$175K 176
2024
Q3
$175K Buy
+644
New +$160K 0.04% 141
2016
Q1
Sell
-3,600
Closed -$223K 107
2015
Q4
$223K Hold
3,600
0.14% 108
2015
Q3
$238K Sell
3,600
-200
-5% -$15.4K 0.15% 104
2015
Q2
$295K Hold
3,800
0.14% 119
2015
Q1
$297K Hold
3,800
0.14% 124
2014
Q4
$354K Hold
3,800
0.18% 106
2014
Q3
$333K Hold
3,800
0.16% 131
2014
Q2
$361K Hold
3,800
0.17% 129
2014
Q1
$342K Sell
3,800
-110
-3% -$9.83K 0.16% 123
2013
Q4
$355K Hold
3,910
0.17% 123
2013
Q3
$295K Hold
3,910
0.14% 128
2013
Q2
$292K Buy
+3,910
New +$278K 0.16% 132

Other funds holding AXP

IMA Advisory Services's AXP Position: Q2 2026 in Review

IMA Advisory Services increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 849 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #288.

IMA Advisory Services first reported a position in AXP in Q2 2013 and has held it in 18 quarters since. The position peaked at $361K in Q2 2014. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IMA Advisory Services held 849 shares of American Express worth $287K as of Q2 2026.
  • IMA Advisory Services bought 90 American Express shares in Q2 2026, an estimated $28.8K.
  • American Express made up 0.02% of IMA Advisory Services's portfolio in Q2 2026, its #288 holding.
  • IMA Advisory Services first reported a position in American Express in Q2 2013 and has held it in 18 quarters since.
  • IMA Advisory Services's American Express position peaked at $361K in Q2 2014.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.