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Investment Research Partners’s American Express AXP Stock Holding History

Investment Research Partners’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 		$1.62M Buy
4,778
+262
+6% +$83.9K 0.55% 37
2026
Q1 		$1.37M Buy
4,516
+103
+2% +$34.5K 0.56% 39
2025
Q4 		$1.63M Buy
4,413
+22
+0.5% +$7.87K 0.7% 29
2025
Q3 		$1.57M Buy
+4,391
New +$1.4M 0.71% 28

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment Research Partners's AXP Position: Q2 2026 in Review

Investment Research Partners increased its American Express (AXP) stake by 5.8% in Q2 2026, buying an estimated $83.9K and bringing the position to 4,778 shares worth $1.62M. The position accounts for 0.55% of the portfolio, ranked #37.

Investment Research Partners first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2025. 2,375 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investment Research Partners held 4,778 shares of American Express worth $1.62M as of Q2 2026.
  • Investment Research Partners bought 262 American Express shares in Q2 2026, an estimated $83.9K.
  • American Express made up 0.55% of Investment Research Partners's portfolio in Q2 2026, its #37 holding.
  • Investment Research Partners first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's American Express position peaked at $1.63M in Q4 2025.
  • 2,375 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.