CIA
AXP icon

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 		$302K Buy
+1,000
New +$335K 0.13% 167

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
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.