Investors Asset Management of Georgia’s American Express AXP Stock Holding History

Investors Asset Management of Georgia’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	$2.99M	Buy	8,831 +1	+0%	+$320	1.04%	21
2026 Q1	$2.67M	Buy	8,830 +300	+4%	+$101K	1.09%	18
2025 Q4	$3.16M	Hold	8,530	–	–	1.3%	17
2025 Q3	$2.83M	Hold	8,530	–	–	1.21%	17
2025 Q2	$2.72M	Buy	8,530 +350	+4%	+$98.5K	1.26%	16
2025 Q1	$2.2M	Sell	8,180 -299	-4%	-$88.4K	1.11%	21
2024 Q4	$2.52M	Sell	8,479 -50	-0.6%	-$14.4K	1.23%	18
2024 Q3	$2.31M	Hold	8,529	–	–	1.09%	19
2024 Q2	$1.97M	Buy	8,529 +1	+0%	+$232	0.96%	23
2024 Q1	$1.94M	Sell	8,528 -1,072	-11%	-$222K	0.91%	27
2023 Q4	$1.77M	Buy	9,600 +1,100	+13%	+$177K	0.9%	30
2023 Q3	$1.26M	Sell	8,500 -50	-0.6%	-$8.18K	0.7%	47
2023 Q2	$1.49M	Hold	8,550	–	–	0.77%	39
2023 Q1	$1.41M	Buy	8,550 +115	+1%	+$19.1K	0.75%	39
2022 Q4	$1.25M	Hold	8,435	–	–	0.65%	46
2022 Q3	$1.14M	Buy	8,435 +440	+6%	+$66.6K	0.59%	47
2022 Q2	$1.11M	Buy	7,995 +120	+2%	+$19.8K	0.57%	49
2022 Q1	$1.47M	Sell	7,875 -25	-0.3%	-$4.51K	0.74%	36
2021 Q4	$1.29M	Buy	7,900 +335	+4%	+$57.1K	0.62%	42
2021 Q3	$1.27M	Hold	7,565	–	–	0.66%	41
2021 Q2	$1.25M	Sell	7,565 -300	-4%	-$47K	0.67%	42
2021 Q1	$1.11M	Hold	7,865	–	–	0.65%	44
2020 Q4	$951K	Sell	7,865 -10	-0.1%	-$1.11K	0.64%	42
2020 Q3	$789K	Hold	7,875	–	–	0.53%	46
2020 Q2	$750K	Hold	7,875	–	–	0.52%	45
2020 Q1	$674K	Hold	7,875	–	–	0.55%	43
2019 Q4	$980K	Hold	7,875	–	–	0.59%	39
2019 Q3	$931K	Hold	7,875	–	–	0.59%	36
2019 Q2	$972K	Hold	7,875	–	–	0.66%	35
2019 Q1	$861K	Hold	7,875	–	–	0.6%	42
2018 Q4	$751K	Hold	7,875	–	–	0.61%	45
2018 Q3	$839K	Hold	7,875	–	–	0.58%	48
2018 Q2	$772K	Hold	7,875	–	–	0.57%	50
2018 Q1	$735K	Hold	7,875	–	–	0.54%	50
2017 Q4	$782K	Hold	7,875	–	–	0.56%	48
2017 Q3	$712K	Hold	7,875	–	–	0.52%	48
2017 Q2	$663K	Sell	7,875 -100	-1%	-$7.91K	0.46%	51
2017 Q1	$631K	Hold	7,975	–	–	0.44%	55
2016 Q4	$591K	Sell	7,975 -100	-1%	-$6.92K	0.44%	57
2016 Q3	$517K	Buy	8,075 +150	+2%	+$9.64K	0.39%	57
2016 Q2	$482K	Hold	7,925	–	–	0.38%	59
2016 Q1	$487K	Hold	7,925	–	–	0.41%	56
2015 Q4	$551K	Hold	7,925	–	–	0.46%	51
2015 Q3	$587K	Hold	7,925	–	–	0.53%	44
2015 Q2	$616K	Hold	7,925	–	–	0.53%	48
2015 Q1	$619K	Hold	7,925	–	–	0.51%	50
2014 Q4	$737K	Buy	+7,925	New	+$710K	0.64%	42

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Investors Asset Management of Georgia's AXP Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its American Express (AXP) stake by 0.01% in Q2 2026, buying an estimated $320 and bringing the position to 8,831 shares worth $2.99M. The position accounts for 1.04% of the portfolio, ranked #21.

Investors Asset Management of Georgia first reported a position in AXP in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.16M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Investors Asset Management of Georgia held 8,831 shares of American Express worth $2.99M as of Q2 2026.
Investors Asset Management of Georgia bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 1.04% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #21 holding.
Investors Asset Management of Georgia first reported a position in American Express in Q4 2014 and has held it in 47 quarters since.
Investors Asset Management of Georgia's American Express position peaked at $3.16M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.