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Independent Financial Group’s American Express AXP Stock Holding History

Independent Financial Group’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 		$4.23M Buy
12,504
+1,864
+18% +$597K 0.08% 246
2026
Q1 		$3.22M Sell
10,640
-946
-8% -$317K 0.07% 280
2025
Q4 		$4.29M Sell
11,586
-572
-5% -$205K 0.1% 197
2025
Q3 		$4.04M Buy
12,158
+337
+3% +$107K 0.1% 195
2025
Q2 		$3.77M Sell
11,821
-2,546
-18% -$717K 0.1% 192
2025
Q1 		$3.87M Sell
14,367
-275
-2% -$81.3K 0.13% 154
2024
Q4 		$4.35M Buy
14,642
+2,372
+19% +$681K 0.14% 128
2024
Q3 		$3.33M Buy
12,270
+459
+4% +$114K 0.12% 162
2024
Q2 		$2.73M Buy
11,811
+4,049
+52% +$938K 0.11% 174
2024
Q1 		$1.77M Buy
7,762
+1,433
+23% +$297K 0.08% 243
2023
Q4 		$1.19M Buy
6,329
+646
+11% +$104K 0.06% 316
2023
Q3 		$848K Buy
5,683
+470
+9% +$76.9K 0.06% 358
2023
Q2 		$908K Buy
5,213
+277
+6% +$44.7K 0.06% 333
2023
Q1 		$814K Buy
4,936
+453
+10% +$75.1K 0.07% 332
2022
Q4 		$662K Sell
4,483
-44
-1% -$6.52K 0.06% 349
2022
Q3 		$611K Sell
4,527
-791
-15% -$120K 0.06% 343
2022
Q2 		$737K Buy
5,318
+723
+16% +$119K 0.08% 289
2022
Q1 		$859K Sell
4,595
-91
-2% -$16.4K 0.07% 297
2021
Q4 		$767K Buy
4,686
+1,131
+32% +$193K 0.06% 318
2021
Q3 		$596K Buy
3,555
+200
+6% +$33.4K 0.06% 323
2021
Q2 		$554K Sell
3,355
-190
-5% -$29.8K 0.06% 338
2021
Q1 		$501K Sell
3,545
-100
-3% -$13.2K 0.06% 334
2020
Q4 		$441K Buy
3,645
+1,037
+40% +$115K 0.07% 334
2020
Q3 		$261K Sell
2,608
-55
-2% -$5.41K 0.05% 378
2020
Q2 		$254K Buy
2,663
+45
+2% +$4.14K 0.06% 356
2020
Q1 		$224K Buy
+2,618
New +$305K 0.07% 307

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

Independent Financial Group's AXP Position: Q2 2026 in Review

Independent Financial Group increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $597K and bringing the position to 12,504 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #246.

Independent Financial Group first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.35M in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Independent Financial Group held 12,504 shares of American Express worth $4.23M as of Q2 2026.
  • Independent Financial Group bought 1,864 American Express shares in Q2 2026, an estimated $597K.
  • American Express made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #246 holding.
  • Independent Financial Group first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's American Express position peaked at $4.35M in Q4 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.