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Innovative Asset Advisors Group’s American Express AXP Stock Holding History

Innovative Asset Advisors 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 		$309K Sell
912
-93
-9% -$29.8K 0.14% 129
2026
Q1 		$304K Buy
+1,005
New +$337K 0.18% 105

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

Innovative Asset Advisors Group's AXP Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its American Express (AXP) stake by 9.3% in Q2 2026, selling an estimated $29.8K and leaving 912 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #129.

Innovative Asset Advisors Group first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Innovative Asset Advisors Group held 912 shares of American Express worth $309K as of Q2 2026.
  • Innovative Asset Advisors Group sold 93 American Express shares in Q2 2026, an estimated $29.8K.
  • American Express made up 0.14% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #129 holding.
  • Innovative Asset Advisors Group first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.