IRON Financial’s American Express AXP Stock Holding History

IRON Financial’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 Q3	$255K	Buy	837 +1	+0.1%	+$334	0.11%	112
2026 Q2	$283K	Sell	836 -1	-0.1%	-$320	0.12%	111
2026 Q1	$253K	Buy	837 +31	+4%	+$10.4K	0.11%	113
2025 Q4	$298K	Hold	806	–	–	0.14%	92
2025 Q3	$268K	Buy	806 +14	+2%	+$4.45K	0.13%	97
2025 Q2	$253K	Buy	792 +1	+0.1%	+$281	0.13%	99
2025 Q1	$213K	Buy	791 +1	+0.1%	+$296	0.12%	105
2024 Q4	$234K	Buy	790 +1	+0.1%	+$287	0.13%	84
2024 Q3	$214K	Buy	+789	New	+$196K	0.12%	97

Other funds holding AXP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IRON Financial's AXP Position: Q3 2026 in Review

IRON Financial increased its American Express (AXP) stake by 0.12% in Q3 2026, buying an estimated $334 and bringing the position to 837 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #112.

IRON Financial first reported a position in AXP in Q3 2024 and has held it in 9 quarters since. The position peaked at $298K in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

IRON Financial held 837 shares of American Express worth $255K as of Q3 2026.
IRON Financial bought 1 American Express share in Q3 2026, an estimated $334.
American Express made up 0.11% of IRON Financial's portfolio in Q3 2026, its #112 holding.
IRON Financial first reported a position in American Express in Q3 2024 and has held it in 9 quarters since.
IRON Financial's American Express position peaked at $298K in Q4 2025.
2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.