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CBIZ Investment Advisory Services’s American Express AXP Stock Holding History

CBIZ Investment Advisory Services’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 		$3.33K Hold
11
– – ﹤0.01% 275
2026
Q1 		$3.33K Sell
11
-103
-90% -$34.5K ﹤0.01% 275
2025
Q4 		$42.2K Buy
114
+11
+11% +$3.94K ﹤0.01% 158
2025
Q3 		$34.2K Sell
103
-19
-16% -$6.04K ﹤0.01% 175
2025
Q2 		$38.9K Buy
122
+102
+510% +$28.7K ﹤0.01% 158
2025
Q1 		$5.38K Buy
+20
New +$5.91K ﹤0.01% 390
2024
Q4 		– Sell
-200
Closed -$54.2K – 480
2024
Q3 		$54.2K Hold
200
– – ﹤0.01% 102
2024
Q2 		$46.3K Hold
200
– – ﹤0.01% 109
2024
Q1 		$45.5K Buy
+200
New +$41.5K ﹤0.01% 107

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's AXP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its American Express (AXP) position steady in Q2 2026 at 11 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

CBIZ Investment Advisory Services first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.2K in Q3 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CBIZ Investment Advisory Services held 11 shares of American Express worth $3.33K as of Q2 2026.
  • CBIZ Investment Advisory Services left its American Express share count unchanged in Q2 2026.
  • American Express made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #275 holding.
  • CBIZ Investment Advisory Services first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • CBIZ Investment Advisory Services's American Express position peaked at $54.2K in Q3 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.