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Cedar Mountain Advisors’s American Express AXP Stock Holding History

Cedar Mountain Advisors’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
Q3 		$26.5K Sell
87
-8
-8% -$2.67K ﹤0.01% 253
2026
Q2 		$32.1K Buy
95
+35
+58% +$11.2K 0.01% 245
2026
Q1 		$18.1K Buy
60
+41
+216% +$13.7K ﹤0.01% 320
2025
Q4 		$7.03K Buy
19
+2
+12% +$716 ﹤0.01% 283
2025
Q3 		$5.65K Buy
+17
New +$5.41K ﹤0.01% 322
2024
Q2 		– Sell
-18
Closed -$4.1K – 343
2024
Q1 		$4.1K Buy
18
+2
+13% +$415 ﹤0.01% 241
2023
Q4 		$3K Hold
16
– – ﹤0.01% 244
2023
Q3 		$2.39K Sell
16
-163
-91% -$26.7K ﹤0.01% 248
2023
Q2 		$31.2K Hold
179
– – 0.01% 92
2023
Q1 		$29.5K Sell
179
-20
-10% -$3.32K 0.01% 98
2022
Q4 		$29.4K Hold
199
– – 0.01% 97
2022
Q3 		$27K Hold
199
– – 0.01% 95
2022
Q2 		$28K Sell
199
-28
-12% -$4.62K 0.01% 96
2022
Q1 		$42K Sell
227
-12
-5% -$2.17K 0.01% 84
2021
Q4 		$39K Sell
239
-49
-17% -$8.36K 0.01% 85
2021
Q3 		$48K Hold
288
– – 0.02% 69
2021
Q2 		$48K Hold
288
– – 0.02% 73
2021
Q1 		$41K Hold
288
– – 0.01% 82
2020
Q4 		$35K Hold
288
– – 0.01% 89
2020
Q3 		$29K Sell
288
-7
-2% -$689 0.01% 88
2020
Q2 		$28K Hold
295
– – 0.01% 86
2020
Q1 		$25K Hold
295
– – 0.01% 77
2019
Q4 		$37K Buy
+295
New +$35.3K 0.01% 80

Other funds holding AXP

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Cedar Mountain Advisors's AXP Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its American Express (AXP) stake by 8.4% in Q3 2026, selling an estimated $2.67K and leaving 87 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Cedar Mountain Advisors first reported a position in AXP in Q4 2019 and has held it in 23 quarters since. The position peaked at $48K in Q3 2021. 570 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cedar Mountain Advisors held 87 shares of American Express worth $26.5K as of Q3 2026.
  • Cedar Mountain Advisors sold 8 American Express shares in Q3 2026, an estimated $2.67K.
  • American Express made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #253 holding.
  • Cedar Mountain Advisors first reported a position in American Express in Q4 2019 and has held it in 23 quarters since.
  • Cedar Mountain Advisors's American Express position peaked at $48K in Q3 2021.
  • 570 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.