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
Q2 		$338K Hold
1,000
– – 0.11% 176
2026
Q1 		$302K Buy
+1,000
New +$335K 0.13% 167

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 $3.37T AUM 44.26% 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

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.