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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Caerus Investment Advisors's AXP Position: Q1 2026 in Review

Caerus Investment Advisors increased its American Express (AXP) stake by 7.2% in Q1 2026, buying an estimated $24.1K and bringing the position to 1,072 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #159.

Caerus Investment Advisors first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $638K in Q2 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Caerus Investment Advisors held 1,072 shares of American Express worth $324K as of Q1 2026.
Caerus Investment Advisors bought 72 American Express shares in Q1 2026, an estimated $24.1K.
American Express made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #159 holding.
Caerus Investment Advisors first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
Caerus Investment Advisors's American Express position peaked at $638K in Q2 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.