Caerus Investment Advisors’s American Express AXP Stock Holding History

Caerus Investment 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	$345K	Sell	1,019 -53	-5%	-$17K	0.11%	172
2026 Q1	$324K	Buy	1,072 +72	+7%	+$24.1K	0.14%	159
2025 Q4	$370K	Hold	1,000	–	–	0.12%	186
2025 Q3	$332K	Sell	1,000 -1,000	-50%	-$318K	0.14%	182
2025 Q2	$638K	Hold	2,000	–	–	0.61%	21
2025 Q1	$538K	Hold	2,000	–	–	0.52%	20
2024 Q4	$594K	Hold	2,000	–	–	0.56%	20
2024 Q3	$542K	Hold	2,000	–	–	0.51%	22
2024 Q2	$463K	Hold	2,000	–	–	0.45%	22
2024 Q1	$455K	Hold	2,000	–	–	0.44%	23
2023 Q4	$375K	Hold	2,000	–	–	0.36%	26
2023 Q3	$298K	Hold	2,000	–	–	0.31%	26
2023 Q2	$348K	Hold	2,000	–	–	0.39%	24
2023 Q1	$330K	Hold	2,000	–	–	0.38%	36
2022 Q4	$296K	Hold	2,000	–	–	0.45%	31
2022 Q3	$270K	Sell	2,000 -600	-23%	-$90.8K	0.34%	44
2022 Q2	$360K	Hold	2,600	–	–	0.44%	41
2022 Q1	$419K	Hold	2,600	–	–	0.51%	29
2021 Q4	$425K	Buy	+2,600	New	+$443K	0.46%	37

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

Caerus Investment Advisors's AXP Position: Q2 2026 in Review

Caerus Investment Advisors reduced its American Express (AXP) stake by 4.9% in Q2 2026, selling an estimated $17K and leaving 1,019 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #172.

Caerus Investment Advisors first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $638K in Q2 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Caerus Investment Advisors held 1,019 shares of American Express worth $345K as of Q2 2026.
Caerus Investment Advisors sold 53 American Express shares in Q2 2026, an estimated $17K.
American Express made up 0.11% of Caerus Investment Advisors's portfolio in Q2 2026, its #172 holding.
Caerus Investment Advisors first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Caerus Investment Advisors's American Express position peaked at $638K in Q2 2025.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.