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IVC Wealth Advisors’s American Express AXP Stock Holding History

IVC Wealth Advisors’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 		$202K Buy
+596
New +$191K 0.08% 175
2026
Q1 		– Sell
-633
Closed -$234K – 176
2025
Q4 		$234K Buy
+633
New +$227K 0.1% 157
2024
Q4 		– Sell
-814
Closed -$221K – 154
2024
Q3 		$221K Buy
+814
New +$203K 0.12% 151

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

IVC Wealth Advisors's AXP Position: Q2 2026 in Review

IVC Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 596 shares worth $202K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings. This is a return to the name: IVC Wealth Advisors previously reported a position in AXP as recently as Q4 2025.

IVC Wealth Advisors first reported a position in AXP in Q3 2024 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • IVC Wealth Advisors held 596 shares of American Express worth $202K as of Q2 2026.
  • American Express was a new IVC Wealth Advisors position in Q2 2026.
  • American Express made up 0.08% of IVC Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • IVC Wealth Advisors first reported a position in American Express in Q3 2024 and has held it in 3 quarters since.
  • IVC Wealth Advisors's American Express position peaked at $234K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.