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Innovative Advisory Group, LLC’s American Express AXP Stock Holding History

Innovative Advisory Group, LLC’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 		$245K Hold
723
– – 0.19% 28
2026
Q1 		$219K Sell
723
-59
-8% -$19.8K 0.18% 29
2025
Q4 		$289K Buy
782
+2
+0.3% +$716 0.18% 33
2025
Q3 		$259K Buy
780
+2
+0.3% +$636 0.16% 35
2025
Q2 		$248K Buy
778
+82
+12% +$23.1K 0.21% 30
2025
Q1 		$187K Buy
696
+1
+0.1% +$296 0.18% 31
2024
Q4 		$206K Buy
+695
New +$200K 0.18% 32

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Advisory Group, LLC's AXP Position: Q2 2026 in Review

Innovative Advisory Group, LLC held its American Express (AXP) position steady in Q2 2026 at 723 shares worth $245K. The position accounts for 0.19% of the portfolio, ranked #28.

Innovative Advisory Group, LLC first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2025. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Innovative Advisory Group, LLC held 723 shares of American Express worth $245K as of Q2 2026.
  • Innovative Advisory Group, LLC left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.19% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #28 holding.
  • Innovative Advisory Group, LLC first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Innovative Advisory Group, LLC's American Express position peaked at $289K in Q4 2025.
  • 3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.