IFS
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Intelligent Financial Strategies’s American Express AXP Stock Holding History

Intelligent Financial Strategies’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 		$8.46K Hold
25
– – ﹤0.01% 59
2026
Q1 		$7.56K Hold
25
– – ﹤0.01% 61
2025
Q4 		$9.25K Hold
25
– – ﹤0.01% 71
2025
Q3 		$8.3K Sell
25
-169
-87% -$53.8K ﹤0.01% 72
2025
Q2 		$61.9K Hold
194
– – 0.03% 54
2025
Q1 		$52.2K Hold
194
– – 0.03% 57
2024
Q4 		$57.6K Hold
194
– – 0.03% 53
2024
Q3 		$52.6K Hold
194
– – 0.03% 57
2024
Q2 		$44.9K Hold
194
– – 0.03% 57
2024
Q1 		$44.2K Buy
+194
New +$40.2K 0.03% 61

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

Intelligent Financial Strategies's AXP Position: Q2 2026 in Review

Intelligent Financial Strategies held its American Express (AXP) position steady in Q2 2026 at 25 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Intelligent Financial Strategies first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.9K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Intelligent Financial Strategies held 25 shares of American Express worth $8.46K as of Q2 2026.
  • Intelligent Financial Strategies left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of Intelligent Financial Strategies's portfolio in Q2 2026, its #59 holding.
  • Intelligent Financial Strategies first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Intelligent Financial Strategies's American Express position peaked at $61.9K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Intelligent Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.