Independence Bank of Kentucky’s American Express AXP Stock Holding History

Independence Bank of Kentucky’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	$274K	Sell	810 -16	-2%	-$5.12K	0.03%	253
2026 Q1	$250K	Sell	826 -50	-6%	-$16.8K	0.03%	256
2025 Q4	$324K	Sell	876 -24	-3%	-$8.59K	0.04%	243
2025 Q3	$299K	Sell	900 -25	-3%	-$7.95K	0.04%	252
2025 Q2	$295K	Sell	925 -40	-4%	-$11.3K	0.04%	245
2025 Q1	$260K	Sell	965 -25	-3%	-$7.39K	0.04%	253
2024 Q4	$294K	Sell	990 -25	-2%	-$7.18K	0.05%	248
2024 Q3	$275K	Sell	1,015 -25	-2%	-$6.22K	0.06%	231
2024 Q2	$241K	Hold	1,040	–	–	0.06%	210
2024 Q1	$237K	Sell	1,040 -25	-2%	-$5.18K	0.07%	203
2023 Q4	$200K	Hold	1,065	–	–	0.07%	201
2023 Q3	$159K	Hold	1,065	–	–	0.07%	183
2023 Q2	$186K	Buy	1,065 +25	+2%	+$4.03K	0.08%	171
2023 Q1	$172K	Sell	1,040 -190	-15%	-$31.5K	0.07%	174
2022 Q4	$182K	Hold	1,230	–	–	0.08%	162
2022 Q3	$166K	Sell	1,230 -100	-8%	-$15.1K	0.08%	151
2022 Q2	$184K	Hold	1,330	–	–	0.08%	155
2022 Q1	$249K	Sell	1,330 -50	-4%	-$9.03K	0.1%	150
2021 Q4	$226K	Sell	1,380 -75	-5%	-$12.8K	0.09%	151
2021 Q3	$244K	Sell	1,455 -75	-5%	-$12.5K	0.11%	141
2021 Q2	$253K	Sell	1,530 -110	-7%	-$17.2K	0.11%	139
2021 Q1	$232K	Sell	1,640 -150	-8%	-$19.8K	0.11%	139
2020 Q4	$216K	Hold	1,790	–	–	0.11%	141
2020 Q3	$179K	Sell	1,790 -250	-12%	-$24.6K	0.1%	137
2020 Q2	$194K	Buy	2,040 +325	+19%	+$29.9K	0.13%	123
2020 Q1	$147K	Buy	1,715 +325	+23%	+$37.8K	0.12%	126
2019 Q4	$173K	Hold	1,390	–	–	0.11%	131
2019 Q3	$164K	Sell	1,390 -125	-8%	-$15.3K	0.12%	131
2019 Q2	$187K	Hold	1,515	–	–	0.15%	119
2019 Q1	$166K	Sell	1,515 -10	-0.7%	-$1.05K	0.14%	118
2018 Q4	$145K	Sell	1,525 -100	-6%	-$10.5K	0.13%	115
2018 Q3	$173K	Sell	1,625 -125	-7%	-$13K	0.14%	114
2018 Q2	$172K	Sell	1,750 -1,045	-37%	-$103K	0.14%	105
2018 Q1	$261K	Sell	2,795 -860	-24%	-$83.3K	0.22%	97
2017 Q4	$363K	Buy	+3,655	New	+$348K	0.31%	77

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Independence Bank of Kentucky's AXP Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $5.12K and leaving 810 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #253.

Independence Bank of Kentucky first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $363K in Q4 2017. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Independence Bank of Kentucky held 810 shares of American Express worth $274K as of Q2 2026.
Independence Bank of Kentucky sold 16 American Express shares in Q2 2026, an estimated $5.12K.
American Express made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #253 holding.
Independence Bank of Kentucky first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's American Express position peaked at $363K in Q4 2017.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.