Intrua Financial’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$366K Buy
+1,082
New +$346K 0.03% 353
2026
Q1
Sell
-559
Closed -$207K 463
2025
Q4
$207K Sell
559
-53
-9% -$19K 0.02% 446
2025
Q3
$203K Sell
612
-208
-25% -$66.2K 0.02% 437
2025
Q2
$261K Buy
+820
New +$231K 0.04% 311
2024
Q2
Sell
-1,016
Closed -$231K 393
2024
Q1
$231K Buy
+1,016
New +$211K 0.03% 371

Other funds holding AXP

Intrua Financial's AXP Position: Q2 2026 in Review

Intrua Financial opened a new position in American Express (AXP) in Q2 2026: 1,082 shares worth $366K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Intrua Financial previously reported a position in AXP as recently as Q4 2025.

Intrua Financial first reported a position in AXP in Q1 2024 and has held it in 5 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Intrua Financial held 1,082 shares of American Express worth $366K as of Q2 2026.
  • American Express was a new Intrua Financial position in Q2 2026.
  • American Express made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #353 holding.
  • Intrua Financial first reported a position in American Express in Q1 2024 and has held it in 5 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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