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Independent Solutions Wealth Management’s American Express AXP Stock Holding History

Independent Solutions 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 		$325K Hold
1,075
– – 0.05% 160
2025
Q4 		$398K Sell
1,075
-226
-17% -$80.9K 0.07% 133
2025
Q3 		$432K Hold
1,301
– – 0.08% 129
2025
Q2 		$415K Sell
1,301
-70
-5% -$19.7K 0.08% 132
2025
Q1 		$369K Sell
1,371
-20
-1% -$5.91K 0.08% 138
2024
Q4 		$413K Sell
1,391
-11
-0.8% -$3.16K 0.09% 125
2024
Q3 		$380K Sell
1,402
-24
-2% -$5.98K 0.09% 128
2024
Q2 		$330K Sell
1,426
-241
-14% -$55.8K 0.08% 138
2024
Q1 		$380K Sell
1,667
-27
-2% -$5.6K 0.09% 135
2023
Q4 		$317K Buy
1,694
+216
+15% +$34.8K 0.08% 138
2023
Q3 		$221K Buy
1,478
+205
+16% +$33.5K 0.06% 184
2023
Q2 		$222K Hold
1,273
– – 0.06% 204
2023
Q1 		$210K Sell
1,273
-317
-20% -$52.6K 0.06% 201
2022
Q4 		$235K Hold
1,590
– – 0.07% 193
2022
Q3 		$215K Hold
1,590
– – 0.07% 200
2022
Q2 		$220K Hold
1,590
– – 0.07% 199
2022
Q1 		$297K Sell
1,590
-30
-2% -$5.42K 0.07% 173
2021
Q4 		$265K Hold
1,620
– – 0.06% 192
2021
Q3 		$271K Buy
1,620
+18
+1% +$3.01K 0.07% 188
2021
Q2 		$265K Buy
+1,602
New +$251K 0.06% 186
2020
Q1 		– Sell
-1,655
Closed -$206K – 129
2019
Q4 		$206K Buy
+1,655
New +$198K 0.09% 154

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Solutions Wealth Management's AXP Position: Q1 2026 in Review

Independent Solutions Wealth Management held its American Express (AXP) position steady in Q1 2026 at 1,075 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #160.

Independent Solutions Wealth Management first reported a position in AXP in Q4 2019 and has held it in 21 quarters since. The position peaked at $432K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Independent Solutions Wealth Management held 1,075 shares of American Express worth $325K as of Q1 2026.
  • Independent Solutions Wealth Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.05% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Independent Solutions Wealth Management first reported a position in American Express in Q4 2019 and has held it in 21 quarters since.
  • Independent Solutions Wealth Management's American Express position peaked at $432K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.