IMG Wealth Management
AXP icon

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
Q3 		$154K Hold
507
– – 0.08% 128
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

IMG Wealth Management's AXP Position: Q3 2026 in Review

IMG Wealth Management held its American Express (AXP) position steady in Q3 2026 at 507 shares worth $154K. The position accounts for 0.08% of the portfolio, ranked #128.

IMG Wealth Management first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $200K in Q4 2025. 1,248 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • IMG Wealth Management held 507 shares of American Express worth $154K as of Q3 2026.
  • IMG Wealth Management left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.08% of IMG Wealth Management's portfolio in Q3 2026, its #128 holding.
  • IMG Wealth Management first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • IMG Wealth Management's American Express position peaked at $200K in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.