Cache Advisors’s American Express AXP Stock Holding History

Cache 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	$578K	Hold	1,708	–	–	0.05%	99
2026 Q1	$517K	Hold	1,708	–	–	0.06%	81
2025 Q4	$632K	Hold	1,708	–	–	0.08%	72
2025 Q3	$567K	Hold	1,708	–	–	0.1%	68
2025 Q2	$545K	Buy	+1,708	New	+$481K	0.15%	64

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cache Advisors's AXP Position: Q2 2026 in Review

Cache Advisors held its American Express (AXP) position steady in Q2 2026 at 1,708 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #99.

Cache Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $632K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cache Advisors held 1,708 shares of American Express worth $578K as of Q2 2026.
Cache Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of Cache Advisors's portfolio in Q2 2026, its #99 holding.
Cache Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
Cache Advisors's American Express position peaked at $632K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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