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CDM Financial Counseling Services’s American Express AXP Stock Holding History

CDM Financial Counseling 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 		$542K Sell
1,603
-300
-16% -$96.1K 0.47% 47
2026
Q1 		$575K Buy
1,903
+37
+2% +$12.4K 0.55% 43
2025
Q4 		$690K Buy
+1,866
New +$668K 0.65% 36

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

CDM Financial Counseling Services's AXP Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $96.1K and leaving 1,603 shares worth $542K. The position accounts for 0.47% of the portfolio, ranked #47.

CDM Financial Counseling Services first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $690K in Q4 2025. 2,995 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CDM Financial Counseling Services held 1,603 shares of American Express worth $542K as of Q2 2026.
  • CDM Financial Counseling Services sold 300 American Express shares in Q2 2026, an estimated $96.1K.
  • American Express made up 0.47% of CDM Financial Counseling Services's portfolio in Q2 2026, its #47 holding.
  • CDM Financial Counseling Services first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's American Express position peaked at $690K in Q4 2025.
  • 2,995 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.