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Investor's Fiduciary Advisor Network’s American Express AXP Stock Holding History

Investor's Fiduciary Advisor Network’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 		$489K Sell
1,446
-144
-9% -$46.1K 0.17% 124
2026
Q1 		$481K Sell
1,590
-112
-7% -$37.6K 0.15% 157
2025
Q4 		$629K Buy
1,702
+160
+10% +$57.3K 0.13% 152
2025
Q3 		$512K Buy
1,542
+1
+0.1% +$318 0.17% 137
2025
Q2 		$491K Buy
+1,541
New +$434K 0.18% 132
2025
Q1 		– Sell
-1,525
Closed -$452K – 168
2024
Q4 		$452K Buy
+1,525
New +$438K 0.17% 140

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Investor's Fiduciary Advisor Network's AXP Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its American Express (AXP) stake by 9.1% in Q2 2026, selling an estimated $46.1K and leaving 1,446 shares worth $489K. The position accounts for 0.17% of the portfolio, ranked #124.

Investor's Fiduciary Advisor Network first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 1,446 shares of American Express worth $489K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 144 American Express shares in Q2 2026, an estimated $46.1K.
  • American Express made up 0.17% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #124 holding.
  • Investor's Fiduciary Advisor Network first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's American Express position peaked at $629K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.