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Cedar Cove Wealth Partners’s American Express AXP Stock Holding History

Cedar Cove Wealth Partners’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 		$203K Buy
+599
New +$192K 0.1% 89
2026
Q1 		– Sell
-610
Closed -$226K – 91
2025
Q4 		$226K Buy
+610
New +$218K 0.12% 85

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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

Cedar Cove Wealth Partners's AXP Position: Q2 2026 in Review

Cedar Cove Wealth Partners opened a new position in American Express (AXP) in Q2 2026: 599 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #89 among its holdings. This is a return to the name: Cedar Cove Wealth Partners previously reported a position in AXP as recently as Q4 2025.

Cedar Cove Wealth Partners first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cedar Cove Wealth Partners held 599 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new Cedar Cove Wealth Partners position in Q2 2026.
  • American Express made up 0.1% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Cedar Cove Wealth Partners first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Cedar Cove Wealth Partners's American Express position peaked at $226K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.