Independent Investors Inc’s American Express AXP Stock Holding History

Independent Investors Inc’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	$3.72M	Sell	11,000 -1,000	-8%	-$320K	0.71%	21
2026 Q1	$3.63M	Hold	12,000	–	–	0.72%	21
2025 Q4	$4.44M	Hold	12,000	–	–	0.82%	20
2025 Q3	$3.99M	Hold	12,000	–	–	0.77%	22
2025 Q2	$3.83M	Hold	12,000	–	–	0.83%	22
2025 Q1	$3.23M	Hold	12,000	–	–	0.69%	22
2024 Q4	$3.56M	Hold	12,000	–	–	0.7%	22
2024 Q3	$3.25M	Hold	12,000	–	–	0.66%	24
2024 Q2	$2.78M	Hold	12,000	–	–	0.61%	24
2024 Q1	$2.73M	Hold	12,000	–	–	0.65%	25
2023 Q4	$2.25M	Hold	12,000	–	–	0.52%	26
2023 Q3	$1.79M	Hold	12,000	–	–	0.45%	30
2023 Q2	$2.09M	Hold	12,000	–	–	0.48%	28
2023 Q1	$1.98M	Hold	12,000	–	–	0.49%	29
2022 Q4	$1.77M	Hold	12,000	–	–	0.49%	33
2022 Q3	$1.62M	Hold	12,000	–	–	0.46%	34
2022 Q2	$1.66M	Sell	12,000 -3,000	-20%	-$496K	0.45%	35
2022 Q1	$2.81M	Hold	15,000	–	–	0.62%	26
2021 Q4	$2.45M	Sell	15,000 -14	-0.1%	-$2.39K	0.52%	30
2021 Q3	$2.52M	Hold	15,014	–	–	0.63%	29
2021 Q2	$2.48M	Hold	15,014	–	–	0.61%	30
2021 Q1	$2.12M	Sell	15,014 -500	-3%	-$66.1K	0.56%	34
2020 Q4	$1.88M	Hold	15,514	–	–	0.5%	35
2020 Q3	$1.55M	Hold	15,514	–	–	0.45%	37
2020 Q2	$1.48M	Hold	15,514	–	–	0.5%	39
2020 Q1	$1.33M	Hold	15,514	–	–	0.55%	38
2019 Q4	$1.93M	Hold	15,514	–	–	0.64%	35
2019 Q3	$1.83M	Hold	15,514	–	–	0.69%	34
2019 Q2	$1.92M	Hold	15,514	–	–	0.74%	32
2019 Q1	$1.7M	Hold	15,514	–	–	0.66%	35
2018 Q4	$1.48M	Hold	15,514	–	–	0.64%	36
2018 Q3	$1.65M	Hold	15,514	–	–	0.58%	38
2018 Q2	$1.52M	Hold	15,514	–	–	0.6%	39
2018 Q1	$1.45M	Hold	15,514	–	–	0.58%	40
2017 Q4	$1.54M	Sell	15,514 -400	-3%	-$38.1K	0.6%	40
2017 Q3	$1.44M	Hold	15,914	–	–	0.6%	43
2017 Q2	$1.34M	Hold	15,914	–	–	0.58%	41
2017 Q1	$1.26M	Buy	15,914 +400	+3%	+$31.3K	0.54%	46
2016 Q4	$1.15M	Hold	15,514	–	–	0.53%	46
2016 Q3	$993K	Buy	15,514 +14	+0.1%	+$899	0.46%	50
2016 Q2	$941K	Hold	15,500	–	–	0.46%	51
2016 Q1	$951K	Hold	15,500	–	–	0.46%	48
2015 Q4	$1.08M	Sell	15,500 -1,000	-6%	-$72.8K	0.52%	49
2015 Q3	$1.22M	Hold	16,500	–	–	0.61%	42
2015 Q2	$1.28M	Hold	16,500	–	–	0.58%	44
2015 Q1	$1.29M	Hold	16,500	–	–	0.58%	43
2014 Q4	$1.53M	Hold	16,500	–	–	0.68%	40
2014 Q3	$1.44M	Hold	16,500	–	–	0.65%	43
2014 Q2	$1.56M	Hold	16,500	–	–	0.71%	43
2014 Q1	$1.49M	Hold	16,500	–	–	0.71%	41
2013 Q4	$1.5M	Hold	16,500	–	–	0.72%	41
2013 Q3	$1.25M	Sell	16,500 -400	-2%	-$30.1K	0.66%	42
2013 Q2	$1.26M	Buy	+16,900	New	+$1.2M	0.7%	41

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Independent Investors Inc's AXP Position: Q2 2026 in Review

Independent Investors Inc reduced its American Express (AXP) stake by 8.3% in Q2 2026, selling an estimated $320K and leaving 11,000 shares worth $3.72M. The position accounts for 0.71% of the portfolio, ranked #21.

Independent Investors Inc first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.44M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Independent Investors Inc held 11,000 shares of American Express worth $3.72M as of Q2 2026.
Independent Investors Inc sold 1,000 American Express shares in Q2 2026, an estimated $320K.
American Express made up 0.71% of Independent Investors Inc's portfolio in Q2 2026, its #21 holding.
Independent Investors Inc first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Independent Investors Inc's American Express position peaked at $4.44M in Q4 2025.
2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.