Ironwood Wealth Management (West Virginia)’s American Express AXP Stock Holding History

Ironwood Wealth Management (West Virginia)’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	–	Sell	-180	Closed	-$57.2K	–	22
2026 Q1	$57.2K	Hold	180	–	–	0.03%	17
2025 Q4	$67.6K	Sell	180 -197	-52%	-$70.5K	0.03%	17
2025 Q3	$119K	Hold	377	–	–	0.05%	17
2025 Q2	$120K	Hold	377	–	–	0.06%	17
2025 Q1	$93.1K	Hold	377	–	–	0.05%	17
2024 Q4	$111K	Hold	377	–	–	0.05%	17
2024 Q3	$104K	Hold	377	–	–	0.05%	17
2024 Q2	$90K	Hold	377	–	–	0.05%	16
2024 Q1	$82.3K	Hold	377	–	–	0.04%	16
2023 Q4	$69.8K	Hold	377	–	–	0.04%	16
2023 Q3	$55.5K	Hold	377	–	–	0.03%	17
2023 Q2	$64.4K	Hold	377	–	–	0.04%	18
2023 Q1	$59.9K	Hold	377	–	–	0.04%	18
2022 Q4	$58.4K	Hold	377	–	–	0.03%	18
2022 Q3	$52K	Hold	377	–	–	0.04%	17
2022 Q2	$53K	Hold	377	–	–	0.04%	16
2022 Q1	$70K	Hold	377	–	–	0.05%	15
2021 Q4	$62K	Hold	377	–	–	0.04%	13
2021 Q3	$63K	Hold	377	–	–	0.05%	13
2021 Q2	$62K	Hold	377	–	–	0.04%	14
2021 Q1	$53K	Hold	377	–	–	0.04%	13
2020 Q4	$46K	Buy	+377	New	+$41.8K	0.04%	16

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

Ironwood Wealth Management (West Virginia)'s AXP Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) sold out of American Express (AXP) in Q2 2026, closing a stake of 180 shares — an estimated $57.2K sold.

Ironwood Wealth Management (West Virginia) first reported a position in AXP in Q4 2020 and held it in 22 quarters. The position peaked at $120K in Q2 2025. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ironwood Wealth Management (West Virginia) reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 180 American Express shares in Q2 2026, an estimated $57.2K.
Ironwood Wealth Management (West Virginia) first reported a position in American Express in Q4 2020 and held it in 22 quarters.
Ironwood Wealth Management (West Virginia)'s American Express position peaked at $120K in Q2 2025.
2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.