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Investment Advisory Group’s American Express AXP Stock Holding History

Investment Advisory Group’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 		$338K Buy
1,000
+50
+5% +$16K 0.07% 156
2026
Q1 		$287K Buy
950
+2
+0.2% +$671 0.07% 152
2025
Q4 		$351K Hold
948
– – 0.09% 139
2025
Q3 		$315K Hold
948
– – 0.09% 140
2025
Q2 		$302K Buy
+948
New +$267K 0.09% 135

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

Investment Advisory Group's AXP Position: Q2 2026 in Review

Investment Advisory Group increased its American Express (AXP) stake by 5.3% in Q2 2026, buying an estimated $16K and bringing the position to 1,000 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #156.

Investment Advisory Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $351K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investment Advisory Group held 1,000 shares of American Express worth $338K as of Q2 2026.
  • Investment Advisory Group bought 50 American Express shares in Q2 2026, an estimated $16K.
  • American Express made up 0.07% of Investment Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Investment Advisory Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Investment Advisory Group's American Express position peaked at $351K in Q4 2025.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.