Intentional Wealth Strategies’s American Express AXP Stock Holding History

Intentional Wealth 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	–	Sell	-17	Closed	-$5.14K	–	140
2026 Q1	$5.14K	Buy	+17	New	+$5.7K	﹤0.01%	486

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 $3.37T AUM 44.26% 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

Intentional Wealth Strategies's AXP Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of American Express (AXP) in Q2 2026, closing a stake of 17 shares — an estimated $5.14K sold.

Intentional Wealth Strategies first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $5.14K in Q1 2026. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Intentional Wealth Strategies reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 17 American Express shares in Q2 2026, an estimated $5.14K.
Intentional Wealth Strategies first reported a position in American Express in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's American Express position peaked at $5.14K in Q1 2026.
2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.