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Integrated Wealth Concepts’s American Express AXP Stock Holding History

Integrated Wealth Concepts’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 		$8.48M Buy
28,034
+12,345
+79% +$4.14M 0.07% 275
2025
Q4 		$5.8M Sell
15,689
-2,879
-16% -$1.03M 0.07% 258
2025
Q3 		$6.17M Sell
18,568
-1,514
-8% -$482K 0.06% 323
2025
Q2 		$6.41M Buy
20,082
+657
+3% +$185K 0.06% 285
2025
Q1 		$5.23M Buy
19,425
+1,157
+6% +$342K 0.06% 303
2024
Q4 		$5.42M Buy
18,268
+371
+2% +$107K 0.06% 279
2024
Q3 		$4.85M Buy
17,897
+39
+0.2% +$9.71K 0.06% 292
2024
Q2 		$4.14M Buy
17,858
+739
+4% +$171K 0.06% 305
2024
Q1 		$3.9M Buy
17,119
+834
+5% +$173K 0.06% 317
2023
Q4 		$3.05M Sell
16,285
-1,986
-11% -$320K 0.05% 345
2023
Q3 		$2.73M Sell
18,271
-692
-4% -$113K 0.05% 350
2023
Q2 		$3.3M Buy
18,963
+929
+5% +$150K 0.06% 311
2023
Q1 		$2.98M Buy
18,034
+1,104
+7% +$183K 0.06% 288
2022
Q4 		$2.5M Buy
16,930
+609
+4% +$90.2K 0.07% 271
2022
Q3 		$2.2M Sell
16,321
-1,552
-9% -$235K 0.07% 260
2022
Q2 		$2.48M Buy
17,873
+5,120
+40% +$846K 0.08% 236
2022
Q1 		$2.38M Sell
12,753
-2,465
-16% -$445K 0.07% 222
2021
Q4 		$2.49M Buy
15,218
+2,900
+24% +$495K 0.07% 218
2021
Q3 		$2.06M Buy
12,318
+4,862
+65% +$813K 0.07% 242
2021
Q2 		$1.23M Buy
7,456
+233
+3% +$36.5K 0.04% 303
2021
Q1 		$1.02M Buy
7,223
+1,552
+27% +$205K 0.04% 292
2020
Q4 		$686K Sell
5,671
-86
-1% -$9.53K 0.03% 333
2020
Q3 		$577K Buy
5,757
+975
+20% +$95.9K 0.04% 313
2020
Q2 		$455K Sell
4,782
-689
-13% -$63.4K 0.03% 309
2020
Q1 		$468K Buy
5,471
+3,523
+181% +$410K 0.04% 232
2019
Q4 		$242K Buy
1,948
+140
+8% +$16.7K 0.02% 412
2019
Q3 		$214K Sell
1,808
-169
-9% -$20.7K 0.02% 394
2019
Q2 		$221K Buy
+1,977
New +$232K 0.03% 344

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

Integrated Wealth Concepts's AXP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its American Express (AXP) stake by 79% in Q1 2026, buying an estimated $4.14M and bringing the position to 28,034 shares worth $8.48M. The position accounts for 0.07% of the portfolio, ranked #275.

Integrated Wealth Concepts first reported a position in AXP in Q2 2019 and has held it in 28 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Integrated Wealth Concepts held 28,034 shares of American Express worth $8.48M as of Q1 2026.
  • Integrated Wealth Concepts bought 12,345 American Express shares in Q1 2026, an estimated $4.14M.
  • American Express made up 0.07% of Integrated Wealth Concepts's portfolio in Q1 2026, its #275 holding.
  • Integrated Wealth Concepts first reported a position in American Express in Q2 2019 and has held it in 28 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.