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 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%	-$4.63K	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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Mountain Advisors's AXP Position: Q2 2026 in Review

Cedar Mountain Advisors increased its American Express (AXP) stake by 58% in Q2 2026, buying an estimated $11.2K and bringing the position to 95 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #245.

Cedar Mountain Advisors first reported a position in AXP in Q4 2019 and has held it in 22 quarters since. The position peaked at $48K in Q3 2021. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cedar Mountain Advisors held 95 shares of American Express worth $32.1K as of Q2 2026.
Cedar Mountain Advisors bought 35 American Express shares in Q2 2026, an estimated $11.2K.
American Express made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #245 holding.
Cedar Mountain Advisors first reported a position in American Express in Q4 2019 and has held it in 22 quarters since.
Cedar Mountain Advisors's American Express position peaked at $48K in Q3 2021.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.