IRAG
AXP icon

Investment Research & Advisory Group’s American Express AXP Stock Holding History

Investment Research & 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 		$56.1K Buy
160
+47
+42% +$15K 0.02% 128
2026
Q1 		$36.6K Sell
113
-50
-31% -$16.8K 0.01% 147
2025
Q4 		$64.9K Hold
163
– – 0.02% 107
2025
Q3 		$58.2K Sell
163
-3
-2% -$954 0.02% 109
2025
Q2 		$53K Buy
166
+17
+11% +$4.79K 0.02% 107
2025
Q1 		$40.1K Sell
149
-850
-85% -$251K 0.02% 118
2024
Q4 		$29.4K Buy
999
+900
+909% +$259K 0.01% 123
2024
Q3 		$26.8K Buy
99
+3
+3% +$747 0.01% 122
2024
Q2 		$22.2K Hold
96
– – 0.01% 121
2024
Q1 		$21.9K Buy
+96
New +$19.9K 0.01% 126
2021
Q3 		– Sell
-39
Closed -$6K – 147
2021
Q2 		$6K Buy
+39
New +$6.11K ﹤0.01% 147

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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

Investment Research & Advisory Group increased its American Express (AXP) stake by 42% in Q2 2026, buying an estimated $15K and bringing the position to 160 shares worth $56.1K. The position accounts for 0.02% of the portfolio, ranked #128.

Investment Research & Advisory Group first reported a position in AXP in Q2 2021 and has held it in 11 quarters since. The position peaked at $64.9K in Q4 2025. 1,153 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investment Research & Advisory Group held 160 shares of American Express worth $56.1K as of Q2 2026.
  • Investment Research & Advisory Group bought 47 American Express shares in Q2 2026, an estimated $15K.
  • American Express made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Investment Research & Advisory Group first reported a position in American Express in Q2 2021 and has held it in 11 quarters since.
  • Investment Research & Advisory Group's American Express position peaked at $64.9K in Q4 2025.
  • 1,153 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.