Intellectus Partners’s American Express AXP Stock Holding History

Intellectus Partners’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	$2.37M	Sell	7,011 -17	-0.2%	-$5.44K	0.41%	59
2026 Q1	$2.13M	Buy	7,028 +93	+1%	+$31.2K	0.43%	63
2025 Q4	$2.57M	Sell	6,935 -250	-3%	-$89.5K	0.5%	48
2025 Q3	$2.39M	Sell	7,185 -1	-0%	-$318	0.46%	59
2025 Q2	$2.29M	Buy	7,186 +1	+0%	+$281	0.49%	57
2025 Q1	$1.93M	Sell	7,185 -125	-2%	-$36.9K	0.48%	58
2024 Q4	$2.17M	Sell	7,310 -250	-3%	-$71.8K	0.48%	52
2024 Q3	$2.05M	Sell	7,560 -136	-2%	-$33.9K	0.52%	52
2024 Q2	$1.78M	Sell	7,696 -150	-2%	-$34.7K	0.49%	59
2024 Q1	$1.79M	Sell	7,846 -550	-7%	-$114K	0.47%	60
2023 Q4	$1.57M	Buy	8,396 +384	+5%	+$61.8K	0.45%	63
2023 Q3	$1.2M	Buy	8,012 +200	+3%	+$32.7K	0.38%	73
2023 Q2	$1.36M	Buy	7,812 +450	+6%	+$72.6K	0.41%	63
2023 Q1	$1.21M	Sell	7,362 -550	-7%	-$91.2K	0.38%	74
2022 Q4	$1.17M	Buy	7,912 +1,250	+19%	+$185K	0.41%	70
2022 Q3	$899K	Buy	6,662 +1,374	+26%	+$208K	0.32%	87
2022 Q2	$736K	Buy	5,288 +1,126	+27%	+$186K	0.25%	110
2022 Q1	$778K	Buy	+4,162	New	+$752K	0.23%	111
2018 Q2	–	Sell	-610	Closed	-$57K	–	584
2018 Q1	$57K	Hold	610	–	–	0.02%	322
2017 Q4	$61K	Hold	610	–	–	0.02%	315
2017 Q3	$55K	Hold	610	–	–	0.02%	371
2017 Q2	$51K	Buy	610 +100	+20%	+$7.91K	0.02%	367
2017 Q1	$40K	Hold	510	–	–	0.02%	373
2016 Q4	$38K	Buy	+510	New	+$35.3K	0.02%	365

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Intellectus Partners's AXP Position: Q2 2026 in Review

Intellectus Partners reduced its American Express (AXP) stake by 0.24% in Q2 2026, selling an estimated $5.44K and leaving 7,011 shares worth $2.37M. The position accounts for 0.41% of the portfolio, ranked #59.

Intellectus Partners first reported a position in AXP in Q4 2016 and has held it in 24 quarters since. The position peaked at $2.57M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Intellectus Partners held 7,011 shares of American Express worth $2.37M as of Q2 2026.
Intellectus Partners sold 17 American Express shares in Q2 2026, an estimated $5.44K.
American Express made up 0.41% of Intellectus Partners's portfolio in Q2 2026, its #59 holding.
Intellectus Partners first reported a position in American Express in Q4 2016 and has held it in 24 quarters since.
Intellectus Partners's American Express position peaked at $2.57M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.