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IMG Wealth Management’s American Express AXP Stock Holding History

IMG 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
Q2 		$171K Buy
507
+5
+1% +$1.6K 0.1% 119
2026
Q1 		$152K Sell
502
-39
-7% -$13.1K 0.1% 113
2025
Q4 		$200K Buy
541
+32
+6% +$11.5K 0.13% 95
2025
Q3 		$169K Hold
509
– – 0.11% 95
2025
Q2 		$162K Buy
509
+19
+4% +$5.35K 0.13% 91
2025
Q1 		$132K Hold
490
– – 0.12% 90
2024
Q4 		$145K Buy
+490
New +$141K 0.13% 85

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IMG Wealth Management's AXP Position: Q2 2026 in Review

IMG Wealth Management increased its American Express (AXP) stake by 1% in Q2 2026, buying an estimated $1.6K and bringing the position to 507 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #119.

IMG Wealth Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IMG Wealth Management held 507 shares of American Express worth $171K as of Q2 2026.
  • IMG Wealth Management bought 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 0.1% of IMG Wealth Management's portfolio in Q2 2026, its #119 holding.
  • IMG Wealth Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's American Express position peaked at $200K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.