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 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 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

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

IMG Wealth Management reduced its American Express (AXP) stake by 7.2% in Q1 2026, selling an estimated $13.1K and leaving 502 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #113.

IMG Wealth Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

IMG Wealth Management held 502 shares of American Express worth $152K as of Q1 2026.
IMG Wealth Management sold 39 American Express shares in Q1 2026, an estimated $13.1K.
American Express made up 0.1% of IMG Wealth Management's portfolio in Q1 2026, its #113 holding.
IMG Wealth Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
IMG Wealth Management's American Express position peaked at $200K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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