Iron Gate Global Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $49M | Sell |
161,839
-2,172
| -1% | -$728K | 5.17% | 8 |
|
|
2025
Q4 | $60.7M | Sell |
164,011
-21,027
| -11% | -$7.52M | 6.21% | 7 |
|
|
2025
Q3 | $61.6M | Sell |
185,038
-3,906
| -2% | -$1.24M | 6.29% | 7 |
|
|
2025
Q2 | $60.3M | Buy |
188,944
+24,656
| +15% | +$6.94M | 6.72% | 6 |
|
|
2025
Q1 | $44.2M | Sell |
164,288
-883
| -0.5% | -$261K | 6.09% | 5 |
|
|
2024
Q4 | $49M | Buy |
165,171
+1,008
| +0.6% | +$290K | 6.92% | 5 |
|
|
2024
Q3 | $44.5M | Buy |
164,163
+1,717
| +1% | +$428K | 6.88% | 6 |
|
|
2024
Q2 | $37.6M | Buy |
162,446
+279
| +0.2% | +$64.6K | 6.2% | 6 |
|
|
2024
Q1 | $37M | Sell |
162,167
-2,259
| -1% | -$468K | 6.58% | 6 |
|
|
2023
Q4 | $30.8M | Buy |
164,426
+4,296
| +3% | +$692K | 6.09% | 6 |
|
|
2023
Q3 | $24.1M | Buy |
160,130
+5,427
| +4% | +$888K | 5.41% | 7 |
|
|
2023
Q2 | $27M | Buy |
154,703
+628
| +0.4% | +$101K | 5.83% | 5 |
|
|
2023
Q1 | $25.4M | Sell |
154,075
-4,561
| -3% | -$757K | 6.26% | 5 |
|
|
2022
Q4 | $23.6M | Buy |
158,636
+204
| +0.1% | +$30.2K | 6.44% | 5 |
|
|
2022
Q3 | $21.5M | Buy |
158,432
+3,684
| +2% | +$558K | 6.01% | 6 |
|
|
2022
Q2 | $21.4M | Buy |
154,748
+4,774
| +3% | +$789K | 5.91% | 6 |
|
|
2022
Q1 | $28.1M | Buy |
149,974
+11,527
| +8% | +$2.08M | 6.41% | 5 |
|
|
2021
Q4 | $24M | Buy |
138,447
+8,574
| +7% | +$1.46M | 5.62% | 8 |
|
|
2021
Q3 | $21.8M | Buy |
129,873
+1,995
| +2% | +$334K | 5.9% | 8 |
|
|
2021
Q2 | $21.1M | Buy |
127,878
+4,018
| +3% | +$629K | 5.94% | 7 |
|
|
2021
Q1 | $17.5M | Sell |
123,860
-731
| -0.6% | -$96.6K | 5.59% | 7 |
|
|
2020
Q4 | $15.1M | Buy |
124,591
+1,059
| +0.9% | +$117K | 5.56% | 6 |
|
|
2020
Q3 | $12.4M | Buy |
123,532
+6,902
| +6% | +$679K | 5.22% | 6 |
|
|
2020
Q2 | $11.1M | Buy |
116,630
+4,880
| +4% | +$449K | 5.39% | 5 |
|
|
2020
Q1 | $9.54M | Buy |
+111,750
| New | +$13M | 6.48% | 5 |
|
|
2019
Q4 | – | Sell |
-96,469
| Closed | -$11.4M | – | 74 |
|
|
2019
Q3 | $11.4M | Buy |
96,469
+7,274
| +8% | +$892K | 6.91% | 4 |
|
|
2019
Q2 | $10.8M | Buy |
89,195
+2,340
| +3% | +$275K | 7.2% | 5 |
|
|
2019
Q1 | $9.46M | Sell |
86,855
-26
| -0% | -$2.73K | 3.79% | 7 |
|
|
2018
Q4 | $8.28M | Buy |
86,881
+2,107
| +2% | +$220K | 6.14% | 7 |
|
|
2018
Q3 | $9.03M | Buy |
84,774
+6,431
| +8% | +$669K | 5.88% | 6 |
|
|
2018
Q2 | $7.68M | Buy |
78,343
+1,349
| +2% | +$133K | 5.63% | 6 |
|
|
2018
Q1 | $7.18M | Buy |
76,994
+6,742
| +10% | +$653K | 5.45% | 6 |
|
|
2017
Q4 | $6.98M | Sell |
70,252
-38
| -0.1% | -$3.62K | 5.91% | 6 |
|
|
2017
Q3 | $6.36M | Buy |
70,290
+10,053
| +17% | +$864K | 5.94% | 5 |
|
|
2017
Q2 | $5.07M | Buy |
+60,237
| New | +$4.77M | 5.6% | 5 |
|
Other funds holding AXP
VCM
VPM
Iron Gate Global Advisors's AXP Position: Q1 2026 in Review
Iron Gate Global Advisors reduced its American Express (AXP) stake by 1.3% in Q1 2026, selling an estimated $728K and leaving 161,839 shares worth $49M. The position accounts for 5.17% of the portfolio, ranked #8.
Iron Gate Global Advisors first reported a position in AXP in Q2 2017 and has held it in 35 quarters since. The position peaked at $61.6M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Iron Gate Global Advisors held 161,839 shares of American Express worth $49M as of Q1 2026.
- Iron Gate Global Advisors sold 2,172 American Express shares in Q1 2026, an estimated $728K.
- American Express made up 5.17% of Iron Gate Global Advisors's portfolio in Q1 2026, its #8 holding.
- Iron Gate Global Advisors first reported a position in American Express in Q2 2017 and has held it in 35 quarters since.
- Iron Gate Global Advisors's American Express position peaked at $61.6M in Q3 2025.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.