IMA Advisory Services’s American Express AXP Stock Holding History

IMA Advisory Services’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	$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

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

IMA Advisory Services's AXP Position: Q1 2026 in Review

IMA Advisory Services increased its American Express (AXP) stake by 0.13% in Q1 2026, buying an estimated $335 and bringing the position to 759 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #171.

IMA Advisory Services first reported a position in AXP in Q2 2013 and has held it in 17 quarters since. The position peaked at $361K in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

IMA Advisory Services held 759 shares of American Express worth $230K as of Q1 2026.
IMA Advisory Services bought 1 American Express share in Q1 2026, an estimated $335.
American Express made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #171 holding.
IMA Advisory Services first reported a position in American Express in Q2 2013 and has held it in 17 quarters since.
IMA Advisory Services's American Express position peaked at $361K in Q2 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.