Institute for Wealth Management’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
Q1 | $2.85M | Sell |
9,433
-165
| -2% | -$55.3K | 0.3% | 69 |
|
|
2025
Q4 | $3.55M | Sell |
9,598
-116
| -1% | -$41.5K | 0.38% | 54 |
|
|
2025
Q3 | $3.23M | Sell |
9,714
-74
| -0.8% | -$23.5K | 0.34% | 58 |
|
|
2025
Q2 | $3.12M | Buy |
9,788
+189
| +2% | +$53.2K | 0.35% | 54 |
|
|
2025
Q1 | $2.58M | Buy |
9,599
+268
| +3% | +$79.2K | 0.33% | 64 |
|
|
2024
Q4 | $2.77M | Sell |
9,331
-52
| -0.6% | -$14.9K | 0.35% | 62 |
|
|
2024
Q3 | $2.54M | Sell |
9,383
-18
| -0.2% | -$4.48K | 0.32% | 64 |
|
|
2024
Q2 | $2.18M | Sell |
9,401
-28
| -0.3% | -$6.49K | 0.29% | 72 |
|
|
2024
Q1 | $2.15M | Sell |
9,429
-46
| -0.5% | -$9.54K | 0.28% | 74 |
|
|
2023
Q4 | $1.77M | Hold |
9,475
| – | – | 0.29% | 82 |
|
|
2023
Q3 | $1.41M | Sell |
9,475
-230
| -2% | -$37.6K | 0.25% | 95 |
|
|
2023
Q2 | $1.69M | Sell |
9,705
-61
| -0.6% | -$9.84K | 0.29% | 86 |
|
|
2023
Q1 | $1.61M | Sell |
9,766
-81
| -0.8% | -$13.4K | 0.31% | 81 |
|
|
2022
Q4 | $1.45M | Sell |
9,847
-338
| -3% | -$50.1K | 0.31% | 88 |
|
|
2022
Q3 | $1.37M | Sell |
10,185
-6
| -0.1% | -$908 | 0.31% | 87 |
|
|
2022
Q2 | $1.41M | Buy |
10,191
+72
| +0.7% | +$11.9K | 0.28% | 93 |
|
|
2022
Q1 | $1.89M | Sell |
10,119
-43
| -0.4% | -$7.76K | 0.31% | 82 |
|
|
2021
Q4 | $1.66M | Sell |
10,162
-86
| -0.8% | -$14.7K | 0.27% | 88 |
|
|
2021
Q3 | $1.72M | Hold |
10,248
| – | – | 0.3% | 82 |
|
|
2021
Q2 | $1.69M | Sell |
10,248
-243
| -2% | -$38.1K | 0.3% | 83 |
|
|
2021
Q1 | $1.48M | Sell |
10,491
-422
| -4% | -$55.8K | 0.28% | 93 |
|
|
2020
Q4 | $1.32M | Sell |
10,913
-238
| -2% | -$26.4K | 0.26% | 99 |
|
|
2020
Q3 | $1.12M | Sell |
11,151
-179
| -2% | -$17.6K | 0.26% | 103 |
|
|
2020
Q2 | $1.08M | Buy |
11,330
+118
| +1% | +$10.9K | 0.26% | 99 |
|
|
2020
Q1 | $960K | Sell |
11,212
-465
| -4% | -$54.1K | 0.3% | 90 |
|
|
2019
Q4 | $1.45M | Buy |
11,677
+18
| +0.2% | +$2.15K | 0.33% | 72 |
|
|
2019
Q3 | $1.38M | Sell |
11,659
-801
| -6% | -$98.2K | 0.35% | 71 |
|
|
2019
Q2 | $1.54M | Buy |
12,460
+1,173
| +10% | +$138K | 0.34% | 68 |
|
|
2019
Q1 | $1.24M | Sell |
11,287
-1,211
| -10% | -$127K | 0.27% | 101 |
|
|
2018
Q4 | $1.19M | Buy |
12,498
+1,900
| +18% | +$199K | 0.49% | 53 |
|
|
2018
Q3 | $1.15M | Sell |
10,598
-1,023
| -9% | -$106K | 0.39% | 92 |
|
|
2018
Q2 | $1.14M | Sell |
11,621
-337
| -3% | -$33.1K | 0.36% | 95 |
|
|
2018
Q1 | $1.18M | Buy |
11,958
+1,307
| +12% | +$127K | 0.35% | 98 |
|
|
2017
Q4 | $1.06M | Sell |
10,651
-365
| -3% | -$34.8K | 0.24% | 124 |
|
|
2017
Q3 | $1M | Buy |
11,016
+193
| +2% | +$16.6K | 0.33% | 101 |
|
|
2017
Q2 | $912K | Buy |
+10,823
| New | +$856K | 0.25% | 130 |
|
Other funds holding AXP
VCM
VPM
Institute for Wealth Management's AXP Position: Q1 2026 in Review
Institute for Wealth Management reduced its American Express (AXP) stake by 1.7% in Q1 2026, selling an estimated $55.3K and leaving 9,433 shares worth $2.85M. The position accounts for 0.3% of the portfolio, ranked #69.
Institute for Wealth Management first reported a position in AXP in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.55M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Institute for Wealth Management held 9,433 shares of American Express worth $2.85M as of Q1 2026.
- Institute for Wealth Management sold 165 American Express shares in Q1 2026, an estimated $55.3K.
- American Express made up 0.3% of Institute for Wealth Management's portfolio in Q1 2026, its #69 holding.
- Institute for Wealth Management first reported a position in American Express in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's American Express position peaked at $3.55M in Q4 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.