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Investment Advisory Services’s American Express AXP Stock Holding History

Investment Advisory Services’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 		$4.2M Sell
12,410
-5
-0% -$1.6K 1.21% 21
2026
Q1 		$3.76M Sell
12,415
-181
-1% -$60.7K 1.19% 20
2025
Q4 		$4.66M Sell
12,596
-59
-0.5% -$21.1K 1.46% 18
2025
Q3 		$4.2M Sell
12,655
-243
-2% -$77.3K 1.32% 19
2025
Q2 		$4.11M Buy
12,898
+1,308
+11% +$368K 1.37% 18
2025
Q1 		$3.12M Buy
11,590
+14
+0.1% +$4.14K 1.13% 22
2024
Q4 		$3.44M Buy
11,576
+84
+0.7% +$24.1K 1.21% 19
2024
Q3 		$3.12M Sell
11,492
-1,665
-13% -$415K 1.1% 23
2024
Q2 		$3.05M Sell
13,157
-620
-5% -$144K 1.12% 24
2024
Q1 		$3.14M Sell
13,777
-402
-3% -$83.4K 1.15% 22
2023
Q4 		$2.66M Sell
14,179
-158
-1% -$25.4K 1.05% 27
2023
Q3 		$2.14M Buy
14,337
+267
+2% +$43.7K 0.92% 28
2023
Q2 		$2.45M Buy
14,070
+65
+0.5% +$10.5K 1.03% 27
2023
Q1 		$2.31M Buy
14,005
+101
+0.7% +$16.8K 1.14% 23
2022
Q4 		$2.05M Buy
13,904
+277
+2% +$41K 1.06% 28
2022
Q3 		$1.84M Buy
13,627
+139
+1% +$21K 1.1% 27
2022
Q2 		$1.87M Sell
13,488
-998
-7% -$165K 1.08% 28
2022
Q1 		$2.71M Buy
14,486
+1,779
+14% +$321K 1.51% 15
2021
Q4 		$2.08M Sell
12,707
-551
-4% -$94K 1.13% 30
2021
Q3 		$2.22M Buy
13,258
+1
+0% +$167 1.36% 22
2021
Q2 		$2.19M Buy
+13,257
New +$2.08M 1.35% 23
2020
Q4 		$1.61M Buy
13,320
+1
+0% +$111 1.13% 27
2020
Q3 		$1.33M Sell
13,319
-60
-0.4% -$5.9K 1.05% 29
2020
Q2 		$1.27M Buy
13,379
+110
+0.8% +$10.1K 1.09% 27
2020
Q1 		$1.14M Buy
13,269
+2,611
+24% +$304K 1.22% 25
2019
Q4 		$1.33M Buy
+10,658
New +$1.27M 1.19% 31

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Investment Advisory Services reduced its American Express (AXP) stake by 0.04% in Q2 2026, selling an estimated $1.6K and leaving 12,410 shares worth $4.2M. The position accounts for 1.21% of the portfolio, ranked #21.

Investment Advisory Services first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.66M in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investment Advisory Services held 12,410 shares of American Express worth $4.2M as of Q2 2026.
  • Investment Advisory Services sold 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 1.21% of Investment Advisory Services's portfolio in Q2 2026, its #21 holding.
  • Investment Advisory Services first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's American Express position peaked at $4.66M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.