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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Investment Advisory Group's AXP Position: Q1 2026 in Review

Investment Advisory Group increased its American Express (AXP) stake by 0.21% in Q1 2026, buying an estimated $671 and bringing the position to 950 shares worth $287K. The position accounts for 0.07% of the portfolio, ranked #152.

Investment Advisory Group first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Investment Advisory Group held 950 shares of American Express worth $287K as of Q1 2026.
  • Investment Advisory Group bought 2 American Express shares in Q1 2026, an estimated $671.
  • American Express made up 0.07% of Investment Advisory Group's portfolio in Q1 2026, its #152 holding.
  • Investment Advisory Group first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Investment Advisory Group's American Express position peaked at $351K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.