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Cary Street Partners Investment Advisory’s American Express AXP Stock Holding History

Cary Street Partners Investment Advisory’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 		$599K Buy
1,772
+81
+5% +$25.9K 0.12% 174
2026
Q1 		$512K Buy
1,691
+36
+2% +$12.1K 0.13% 176
2025
Q4 		$612K Sell
1,655
-87
-5% -$31.1K 0.17% 140
2025
Q3 		$579K Buy
1,742
+128
+8% +$40.7K 0.24% 90
2025
Q2 		$515K Buy
1,614
+160
+11% +$45K 0.25% 97
2025
Q1 		$391K Buy
1,454
+127
+10% +$37.5K 0.23% 113
2024
Q4 		$394K Sell
1,327
-25,161
-95% -$7.23M 0.26% 100
2024
Q3 		$7.18M Sell
26,488
-229
-0.9% -$57K 0.26% 97
2024
Q2 		$6.18M Sell
26,717
-485
-2% -$112K 0.25% 105
2024
Q1 		$6.19M Sell
27,202
-76
-0.3% -$15.8K 0.26% 101
2023
Q4 		$5.11M Buy
27,278
+596
+2% +$95.9K 0.24% 113
2023
Q3 		$3.98M Buy
26,682
+3,048
+13% +$499K 0.21% 134
2023
Q2 		$4.12M Buy
23,634
+115
+0.5% +$18.6K 0.26% 108
2023
Q1 		$3.88M Sell
23,519
-45
-0.2% -$7.46K 0.28% 90
2022
Q4 		$3.48M Sell
23,564
-187
-0.8% -$27.7K 0.26% 97
2022
Q3 		$3.2M Buy
23,751
+547
+2% +$82.8K 0.26% 96
2022
Q2 		$3.22M Buy
23,204
+16,452
+244% +$2.72M 0.27% 98
2022
Q1 		$1.26M Sell
6,752
-2,995
-31% -$541K 0.35% 90
2021
Q4 		$1.59M Buy
9,747
+2,809
+40% +$479K 0.44% 69
2021
Q3 		$1.16M Sell
6,938
-357
-5% -$59.7K 0.38% 78
2021
Q2 		$1.21M Buy
7,295
+4,843
+198% +$759K 0.39% 77
2021
Q1 		$347K Sell
2,452
-3,168
-56% -$419K 0.14% 149
2020
Q4 		$679K Sell
5,620
-7,921
-58% -$877K 0.13% 152
2020
Q3 		$1.36M Buy
+13,541
New +$1.33M 0.29% 105

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cary Street Partners Investment Advisory's AXP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its American Express (AXP) stake by 4.8% in Q2 2026, buying an estimated $25.9K and bringing the position to 1,772 shares worth $599K. The position accounts for 0.12% of the portfolio, ranked #174.

Cary Street Partners Investment Advisory first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.18M in Q3 2024. 2,216 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,772 shares of American Express worth $599K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 81 American Express shares in Q2 2026, an estimated $25.9K.
  • American Express made up 0.12% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #174 holding.
  • Cary Street Partners Investment Advisory first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's American Express position peaked at $7.18M in Q3 2024.
  • 2,216 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.