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Invested Advisors’s American Express AXP Stock Holding History

Invested Advisors’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 		$462K Sell
1,365
-99
-7% -$31.7K 0.41% 67
2026
Q1 		$443K Buy
1,464
+10
+0.7% +$3.35K 0.45% 65
2025
Q4 		$538K Sell
1,454
-245
-14% -$87.7K 0.56% 46
2025
Q3 		$515K Buy
+1,699
New +$540K 0.75% 35

Other funds holding AXP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Invested Advisors's AXP Position: Q2 2026 in Review

Invested Advisors reduced its American Express (AXP) stake by 6.8% in Q2 2026, selling an estimated $31.7K and leaving 1,365 shares worth $462K. The position accounts for 0.41% of the portfolio, ranked #67.

Invested Advisors first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $538K in Q4 2025. 1,690 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Invested Advisors held 1,365 shares of American Express worth $462K as of Q2 2026.
  • Invested Advisors sold 99 American Express shares in Q2 2026, an estimated $31.7K.
  • American Express made up 0.41% of Invested Advisors's portfolio in Q2 2026, its #67 holding.
  • Invested Advisors first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's American Express position peaked at $538K in Q4 2025.
  • 1,690 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.