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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
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

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

IRON Financial's AXP Position: Q2 2026 in Review

IRON Financial reduced its American Express (AXP) stake by 0.12% in Q2 2026, selling an estimated $320 and leaving 836 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #111.

IRON Financial first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $298K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IRON Financial held 836 shares of American Express worth $283K as of Q2 2026.
  • IRON Financial sold 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.12% of IRON Financial's portfolio in Q2 2026, its #111 holding.
  • IRON Financial first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • IRON Financial's American Express position peaked at $298K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.