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Ceera Investments’s American Express AXP Stock Holding History

Ceera Investments’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 		$6.44M Sell
21,278
-2,209
-9% -$741K 2.82% 6
2025
Q4 		$8.69M Sell
23,487
-4,672
-17% -$1.67M 3.36% 5
2025
Q3 		$9.35M Sell
28,159
-1,607
-5% -$511K 2.92% 5
2025
Q2 		$9.49M Sell
29,766
-235
-0.8% -$66.1K 2.91% 4
2025
Q1 		$8.07M Sell
30,001
-75
-0.2% -$22.2K 2.78% 6
2024
Q4 		$8.93M Sell
30,076
-632
-2% -$182K 3.06% 5
2024
Q3 		$8.33M Sell
30,708
-725
-2% -$181K 3.14% 5
2024
Q2 		$7.28M Sell
31,433
-215
-0.7% -$49.8K 3.08% 5
2024
Q1 		$7.21M Sell
31,648
-5
-0% -$1.04K 3.16% 7
2023
Q4 		$5.93M Buy
31,653
+2,345
+8% +$377K 2.79% 10
2023
Q3 		$4.37M Buy
29,308
+8,347
+40% +$1.37M 2.38% 15
2023
Q2 		$3.65M Sell
20,961
-15
-0.1% -$2.42K 2.11% 15
2023
Q1 		$3.46M Hold
20,976
– – 2.21% 19
2022
Q4 		$3.1M Sell
20,976
-2,010
-9% -$298K 1.96% 23
2022
Q3 		$3.1M Sell
22,986
-505
-2% -$76.4K 2.06% 17
2022
Q2 		$3.26M Sell
23,491
-15
-0.1% -$2.48K 1.86% 18
2022
Q1 		$4.4M Sell
23,506
-128
-0.5% -$23.1K 2.19% 13
2021
Q4 		$3.87M Sell
23,634
-45
-0.2% -$7.67K 2% 20
2021
Q3 		$3.97M Sell
23,679
-40
-0.2% -$6.69K 2.18% 15
2021
Q2 		$3.92M Hold
23,719
– – 2.97% 8
2021
Q1 		$3.35M Buy
+23,719
New +$3.13M 2.73% 10

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ceera Investments's AXP Position: Q1 2026 in Review

Ceera Investments reduced its American Express (AXP) stake by 9.4% in Q1 2026, selling an estimated $741K and leaving 21,278 shares worth $6.44M. The position accounts for 2.82% of the portfolio, ranked #6.

Ceera Investments first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.49M in Q2 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Ceera Investments held 21,278 shares of American Express worth $6.44M as of Q1 2026.
  • Ceera Investments sold 2,209 American Express shares in Q1 2026, an estimated $741K.
  • American Express made up 2.82% of Ceera Investments's portfolio in Q1 2026, its #6 holding.
  • Ceera Investments first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
  • Ceera Investments's American Express position peaked at $9.49M in Q2 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.