Integrated Investment Consultants’s American Express AXP Stock Holding History

Integrated Investment Consultants’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	$484K	Sell	1,601 -87	-5%	-$29.2K	0.1%	129
2025 Q4	$624K	Sell	1,688 -49	-3%	-$17.5K	0.12%	118
2025 Q3	$577K	Sell	1,737 -123	-7%	-$39.1K	0.1%	132
2025 Q2	$593K	Buy	1,860 +5	+0.3%	+$1.41K	0.12%	126
2025 Q1	$499K	Buy	1,855 +112	+6%	+$33.1K	0.1%	153
2024 Q4	$517K	Sell	1,743 -179	-9%	-$51.4K	0.11%	153
2024 Q3	$521K	Buy	1,922 +165	+9%	+$41.1K	0.11%	132
2024 Q2	$400K	Hold	1,757	–	–	0.11%	157
2024 Q1	$400K	Hold	1,757	–	–	0.11%	157
2023 Q4	$329K	Sell	1,757 -76	-4%	-$12.2K	0.1%	172
2023 Q3	$273K	Sell	1,833 -78	-4%	-$12.8K	0.1%	178
2023 Q2	$333K	Hold	1,911	–	–	0.11%	171
2023 Q1	$315K	Buy	1,911 +210	+12%	+$34.8K	0.1%	185
2022 Q4	$251K	Sell	1,701 -782	-31%	-$116K	0.08%	196
2022 Q3	$335K	Sell	2,483 -143	-5%	-$21.6K	0.13%	129
2022 Q2	$364K	Sell	2,626 -357	-12%	-$59K	0.13%	118
2022 Q1	$558K	Sell	2,983 -513	-15%	-$92.6K	0.15%	111
2021 Q4	$572K	Buy	3,496 +859	+33%	+$146K	0.15%	113
2021 Q3	$442K	Hold	2,637	–	–	0.13%	137
2021 Q2	$436K	Sell	2,637 -642	-20%	-$101K	0.13%	145
2021 Q1	$464K	Hold	3,279	–	–	0.16%	121
2020 Q4	$396K	Hold	3,279	–	–	0.15%	123
2020 Q3	$329K	Sell	3,279 -431	-12%	-$42.4K	0.15%	116
2020 Q2	$353K	Buy	3,710 +999	+37%	+$92K	0.17%	93
2020 Q1	$232K	Buy	2,711 +350	+15%	+$40.7K	0.14%	116
2019 Q4	$294K	Hold	2,361	–	–	0.12%	119
2019 Q3	$279K	Sell	2,361 -335	-12%	-$41.1K	0.14%	109
2019 Q2	$333K	Hold	2,696	–	–	0.17%	96
2019 Q1	$295K	Hold	2,696	–	–	0.16%	102
2018 Q4	$257K	Buy	2,696 +385	+17%	+$40.3K	0.14%	116
2018 Q3	$246K	Hold	2,311	–	–	0.12%	131
2018 Q2	$226K	Sell	2,311 -582	-20%	-$57.2K	0.12%	130
2018 Q1	$270K	Buy	+2,893	New	+$280K	0.11%	131
2017 Q3	$259K	Hold	2,861	–	–	0.11%	116
2017 Q2	$241K	Hold	2,861	–	–	0.11%	118
2017 Q1	$226K	Hold	2,861	–	–	0.1%	131
2016 Q4	$212K	Buy	2,861 +150	+6%	+$10.4K	0.1%	133
2016 Q3	$164K	Hold	2,711	–	–	0.08%	163
2016 Q2	$165K	Sell	2,711 -390	-13%	-$24.7K	0.09%	162
2016 Q1	$185K	Buy	+3,101	New	+$180K	0.11%	127

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Integrated Investment Consultants's AXP Position: Q1 2026 in Review

Integrated Investment Consultants reduced its American Express (AXP) stake by 5.2% in Q1 2026, selling an estimated $29.2K and leaving 1,601 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #129.

Integrated Investment Consultants first reported a position in AXP in Q1 2016 and has held it in 40 quarters since. The position peaked at $624K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Integrated Investment Consultants held 1,601 shares of American Express worth $484K as of Q1 2026.
Integrated Investment Consultants sold 87 American Express shares in Q1 2026, an estimated $29.2K.
American Express made up 0.1% of Integrated Investment Consultants's portfolio in Q1 2026, its #129 holding.
Integrated Investment Consultants first reported a position in American Express in Q1 2016 and has held it in 40 quarters since.
Integrated Investment Consultants's American Express position peaked at $624K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.