Independent Advisor Alliance’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.62M | Sell |
28,435
-132
| -0.5% | -$42.3K | 0.23% | 67 |
|
|
2026
Q1 | $8.64M | Sell |
28,567
-1,213
| -4% | -$407K | 0.09% | 197 |
|
|
2025
Q4 | $11M | Buy |
29,780
+1,138
| +4% | +$407K | 0.27% | 52 |
|
|
2025
Q3 | $9.51M | Sell |
28,642
-6,361
| -18% | -$2.02M | 0.25% | 60 |
|
|
2025
Q2 | $11.2M | Sell |
35,003
-5,169
| -13% | -$1.45M | 0.32% | 52 |
|
|
2025
Q1 | $10.8M | Sell |
40,172
-151
| -0.4% | -$44.6K | 0.36% | 45 |
|
|
2024
Q4 | $12M | Buy |
40,323
+2,003
| +5% | +$575K | 0.16% | 142 |
|
|
2024
Q3 | $10.4M | Sell |
38,320
-1,050
| -3% | -$261K | 0.38% | 47 |
|
|
2024
Q2 | $9.12M | Buy |
39,370
+4,649
| +13% | +$1.08M | 0.31% | 58 |
|
|
2024
Q1 | $7.91M | Buy |
34,721
+187
| +0.5% | +$38.8K | 0.29% | 67 |
|
|
2023
Q4 | $6.47M | Buy |
34,534
+726
| +2% | +$117K | 0.23% | 81 |
|
|
2023
Q3 | $5.04M | Buy |
33,808
+803
| +2% | +$131K | 0.23% | 82 |
|
|
2023
Q2 | $5.75M | Buy |
33,005
+2,135
| +7% | +$344K | 0.25% | 75 |
|
|
2023
Q1 | $5.09M | Buy |
30,870
+898
| +3% | +$149K | 0.25% | 83 |
|
|
2022
Q4 | $296K | Buy |
29,972
+3,819
| +15% | +$566K | 0.1% | 115 |
|
|
2022
Q3 | $3.53M | Buy |
26,153
+728
| +3% | +$110K | 0.21% | 99 |
|
|
2022
Q2 | $3.52M | Sell |
25,425
-3,249
| -11% | -$537K | 0.2% | 105 |
|
|
2022
Q1 | $5.36M | Buy |
28,674
+4,947
| +21% | +$893K | 0.26% | 81 |
|
|
2021
Q4 | $3.88M | Buy |
23,727
+1,203
| +5% | +$205K | 0.19% | 101 |
|
|
2021
Q3 | $3.77M | Buy |
22,524
+3,700
| +20% | +$619K | 0.21% | 100 |
|
|
2021
Q2 | $3.11M | Buy |
18,824
+253
| +1% | +$39.6K | 0.17% | 125 |
|
|
2021
Q1 | $2.63M | Buy |
18,571
+497
| +3% | +$65.7K | 0.16% | 126 |
|
|
2020
Q4 | $2.19M | Buy |
18,074
+1,255
| +7% | +$139K | 0.15% | 128 |
|
|
2020
Q3 | $1.69M | Buy |
16,819
+4,960
| +42% | +$488K | 0.13% | 131 |
|
|
2020
Q2 | $1.13M | Buy |
11,859
+4,424
| +60% | +$407K | 0.12% | 134 |
|
|
2020
Q1 | $637K | Sell |
7,435
-24,218
| -77% | -$2.82M | 0.09% | 184 |
|
|
2019
Q4 | $3.94M | Buy |
31,653
+25,385
| +405% | +$3.03M | 0.17% | 131 |
|
|
2019
Q3 | $741K | Sell |
6,268
-22
| -0.3% | -$2.7K | 0.09% | 192 |
|
|
2019
Q2 | $776K | Buy |
6,290
+397
| +7% | +$46.6K | 0.11% | 173 |
|
|
2019
Q1 | $644K | Buy |
5,893
+167
| +3% | +$17.5K | 0.09% | 194 |
|
|
2018
Q4 | $546K | Buy |
5,726
+384
| +7% | +$40.2K | 0.1% | 184 |
|
|
2018
Q3 | $564K | Buy |
5,342
+341
| +7% | +$35.5K | 0.1% | 181 |
|
|
2018
Q2 | $488K | Sell |
5,001
-85
| -2% | -$8.35K | 0.1% | 189 |
|
|
2018
Q1 | $463K | Sell |
5,086
-1,129
| -18% | -$109K | 0.1% | 203 |
|
|
2017
Q4 | $622K | Buy |
6,215
+72
| +1% | +$6.86K | 0.14% | 162 |
|
|
2017
Q3 | $563K | Buy |
+6,143
| New | +$528K | 0.15% | 147 |
|
Other funds holding AXP
Independent Advisor Alliance's AXP Position: Q2 2026 in Review
Independent Advisor Alliance reduced its American Express (AXP) stake by 0.46% in Q2 2026, selling an estimated $42.3K and leaving 28,435 shares worth $9.62M. The position accounts for 0.23% of the portfolio, ranked #67.
Independent Advisor Alliance first reported a position in AXP in Q3 2017 and has held it in 36 quarters since. The position peaked at $12M in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Independent Advisor Alliance held 28,435 shares of American Express worth $9.62M as of Q2 2026.
- Independent Advisor Alliance sold 132 American Express shares in Q2 2026, an estimated $42.3K.
- American Express made up 0.23% of Independent Advisor Alliance's portfolio in Q2 2026, its #67 holding.
- Independent Advisor Alliance first reported a position in American Express in Q3 2017 and has held it in 36 quarters since.
- Independent Advisor Alliance's American Express position peaked at $12M in Q4 2024.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.