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 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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CBIZ Investment Advisory Services's AXP Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its American Express (AXP) stake by 90% in Q1 2026, selling an estimated $34.5K and leaving 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 8 quarters since. The position peaked at $54.2K in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

CBIZ Investment Advisory Services held 11 shares of American Express worth $3.33K as of Q1 2026.
CBIZ Investment Advisory Services sold 103 American Express shares in Q1 2026, an estimated $34.5K.
American Express made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #275 holding.
CBIZ Investment Advisory Services first reported a position in American Express in Q1 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's American Express position peaked at $54.2K in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.