Cambridge Advisors’s American Express AXP Stock Holding History

Cambridge 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	$984K	Hold	2,910	–	–	0.17%	86
2026 Q1	$880K	Hold	2,910	–	–	0.17%	90
2025 Q4	$1.08M	Hold	2,910	–	–	0.2%	78
2025 Q3	$967K	Hold	2,910	–	–	0.19%	83
2025 Q2	$928K	Hold	2,910	–	–	0.19%	79
2025 Q1	$783K	Hold	2,910	–	–	0.17%	88
2024 Q4	$864K	Hold	2,910	–	–	0.19%	80
2024 Q3	$789K	Sell	2,910 -55	-2%	-$13.7K	0.17%	90
2024 Q2	$687K	Buy	2,965 +55	+2%	+$12.7K	0.16%	94
2024 Q1	$663K	Hold	2,910	–	–	0.16%	96
2023 Q4	$545K	Hold	2,910	–	–	0.14%	103
2023 Q3	$434K	Hold	2,910	–	–	0.12%	113
2023 Q2	$507K	Hold	2,910	–	–	0.13%	107
2023 Q1	$480K	Hold	2,910	–	–	0.12%	117
2022 Q4	$430K	Hold	2,910	–	–	0.12%	121
2022 Q3	$393K	Hold	2,910	–	–	0.11%	120
2022 Q2	$403K	Sell	2,910 -200	-6%	-$33K	0.11%	121
2022 Q1	$582K	Hold	3,110	–	–	0.14%	113
2021 Q4	$509K	Hold	3,110	–	–	0.12%	122
2021 Q3	$521K	Hold	3,110	–	–	0.13%	116
2021 Q2	$514K	Buy	3,110 +251	+9%	+$39.3K	0.12%	113
2021 Q1	$404K	Hold	2,859	–	–	0.1%	121
2020 Q4	$346K	Hold	2,859	–	–	0.09%	127
2020 Q3	$287K	Hold	2,859	–	–	0.08%	126
2020 Q2	$272K	Hold	2,859	–	–	0.09%	125
2020 Q1	$245K	Buy	2,859 +99	+4%	+$11.5K	0.09%	121
2019 Q4	$344K	Buy	+2,760	New	+$330K	0.1%	116
2019 Q3	–	Sell	-2,760	Closed	-$341K	–	137
2019 Q2	$341K	Sell	2,760 -50	-2%	-$5.87K	0.11%	110
2019 Q1	$307K	Sell	2,810 -100	-3%	-$10.5K	0.1%	112
2018 Q4	$277K	Sell	2,910 -50	-2%	-$5.23K	0.1%	111
2018 Q3	$315K	Hold	2,960	–	–	0.11%	113
2018 Q2	$290K	Hold	2,960	–	–	0.1%	112
2018 Q1	$276K	Hold	2,960	–	–	0.1%	119
2017 Q4	$294K	Hold	2,960	–	–	0.11%	116
2017 Q3	$268K	Hold	2,960	–	–	0.1%	117
2017 Q2	$249K	Hold	2,960	–	–	0.1%	116
2017 Q1	$234K	Hold	2,960	–	–	0.1%	118
2016 Q4	$219K	Sell	2,960 -600	-17%	-$41.5K	0.1%	121
2016 Q3	$228K	Sell	3,560 -40	-1%	-$2.57K	0.1%	119
2016 Q2	$219K	Sell	3,600 -160	-4%	-$10.1K	0.1%	119
2016 Q1	$231K	Hold	3,760	–	–	0.11%	116
2015 Q4	$262K	Hold	3,760	–	–	0.15%	115
2015 Q3	$279K	Buy	3,760 +100	+3%	+$7.69K	0.16%	107
2015 Q2	$284K	Hold	3,660	–	–	0.16%	106
2015 Q1	$286K	Sell	3,660 -150	-4%	-$12.5K	0.17%	103
2014 Q4	$354K	Buy	+3,810	New	+$342K	0.22%	91

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cambridge Advisors's AXP Position: Q2 2026 in Review

Cambridge Advisors held its American Express (AXP) position steady in Q2 2026 at 2,910 shares worth $984K. The position accounts for 0.17% of the portfolio, ranked #86.

Cambridge Advisors first reported a position in AXP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.08M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cambridge Advisors held 2,910 shares of American Express worth $984K as of Q2 2026.
Cambridge Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.17% of Cambridge Advisors's portfolio in Q2 2026, its #86 holding.
Cambridge Advisors first reported a position in American Express in Q4 2014 and has held it in 46 quarters since.
Cambridge Advisors's American Express position peaked at $1.08M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.