Cerity Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $74M | Buy |
218,769
+3,382
| +2% | +$1.08M | 0.09% | 191 |
|
|
2026
Q1 | $65.2M | Buy |
215,387
+16,487
| +8% | +$5.53M | 0.09% | 195 |
|
|
2025
Q4 | $73.6M | Buy |
198,900
+12,565
| +7% | +$4.5M | 0.11% | 173 |
|
|
2025
Q3 | $61.9M | Sell |
186,335
-3,411
| -2% | -$1.08M | 0.1% | 181 |
|
|
2025
Q2 | $60.5M | Buy |
189,746
+12,098
| +7% | +$3.4M | 0.11% | 173 |
|
|
2025
Q1 | $47.8M | Buy |
177,648
+24,966
| +16% | +$7.38M | 0.1% | 188 |
|
|
2024
Q4 | $44.4M | Buy |
152,682
+1,917
| +1% | +$551K | 0.1% | 182 |
|
|
2024
Q3 | $40.9M | Buy |
150,765
+29,035
| +24% | +$7.23M | 0.09% | 197 |
|
|
2024
Q2 | $28.2M | Sell |
121,730
-19,199
| -14% | -$4.45M | 0.07% | 225 |
|
|
2024
Q1 | $32.2M | Sell |
140,929
-274,767
| -66% | -$57M | 0.09% | 215 |
|
|
2023
Q4 | $17.7M | Buy |
415,696
+335,338
| +417% | +$54M | 0.06% | 270 |
|
|
2023
Q3 | $12M | Sell |
80,358
-11,814
| -13% | -$1.93M | 0.06% | 263 |
|
|
2023
Q2 | $16.1M | Buy |
92,172
+16,438
| +22% | +$2.65M | 0.06% | 270 |
|
|
2023
Q1 | $13.1M | Buy |
75,734
+7,624
| +11% | +$1.26M | 0.03% | 316 |
|
|
2022
Q4 | $10.1M | Buy |
68,110
+46,931
| +222% | +$6.95M | 0.06% | 264 |
|
|
2022
Q3 | $2.86M | Sell |
21,179
-6
| -0% | -$908 | 0.03% | 323 |
|
|
2022
Q2 | $2.94M | Buy |
21,185
+4,064
| +24% | +$671K | 0.03% | 331 |
|
|
2022
Q1 | $2.52M | Buy |
17,121
+3,366
| +24% | +$608K | 0.04% | 290 |
|
|
2021
Q4 | $1.72M | Buy |
13,755
+6,148
| +81% | +$1.05M | 0.03% | 348 |
|
|
2021
Q3 | $1.27M | Buy |
7,607
+253
| +3% | +$42.3K | 0.03% | 328 |
|
|
2021
Q2 | $1.22M | Buy |
7,354
+167
| +2% | +$26.2K | 0.03% | 342 |
|
|
2021
Q1 | $1.02M | Sell |
7,187
-1,501
| -17% | -$198K | 0.02% | 344 |
|
|
2020
Q4 | $1.05M | Sell |
8,688
-1,679
| -16% | -$186K | 0.03% | 300 |
|
|
2020
Q3 | $1.04M | Sell |
10,367
-21,164
| -67% | -$2.08M | 0.04% | 240 |
|
|
2020
Q2 | $3M | Buy |
31,531
+18,478
| +142% | +$1.7M | 0.17% | 111 |
|
|
2020
Q1 | $1.12M | Sell |
13,053
-3,175
| -20% | -$369K | 0.07% | 188 |
|
|
2019
Q4 | $2.02M | Buy |
16,228
+364
| +2% | +$43.5K | 0.1% | 161 |
|
|
2019
Q3 | $1.88M | Sell |
15,864
-3,590
| -18% | -$440K | 0.11% | 166 |
|
|
2019
Q2 | $2.4M | Buy |
19,454
+10,032
| +106% | +$1.18M | 0.15% | 139 |
|
|
2019
Q1 | $1.03M | Buy |
9,422
+1,575
| +20% | +$166K | 0.07% | 231 |
|
|
2018
Q4 | $748K | Buy |
7,847
+176
| +2% | +$18.4K | 0.05% | 259 |
|
|
2018
Q3 | $817K | Sell |
7,671
-530
| -6% | -$55.1K | 0.06% | 271 |
|
|
2018
Q2 | $804K | Buy |
8,201
+1,702
| +26% | +$167K | 0.06% | 260 |
|
|
2018
Q1 | $606K | Sell |
6,499
-1,036
| -14% | -$100K | 0.05% | 303 |
|
|
2017
Q4 | $748K | Sell |
7,535
-3,769
| -33% | -$359K | 0.05% | 273 |
|
|
2017
Q3 | $1.02M | Sell |
11,304
-796
| -7% | -$68.4K | 0.07% | 225 |
|
|
2017
Q2 | $868K | Buy |
12,100
+7,151
| +144% | +$566K | 0.07% | 182 |
|
|
2017
Q1 | $392K | Buy |
+4,949
| New | +$387K | 0.03% | 282 |
|
Other funds holding AXP
VCM
VPM
Cerity Partners's AXP Position: Q2 2026 in Review
Cerity Partners increased its American Express (AXP) stake by 1.6% in Q2 2026, buying an estimated $1.08M and bringing the position to 218,769 shares worth $74M. The position accounts for 0.09% of the portfolio, ranked #191.
Cerity Partners first reported a position in AXP in Q1 2017 and has held it in 38 quarters since. 2,758 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Cerity Partners held 218,769 shares of American Express worth $74M as of Q2 2026.
- Cerity Partners bought 3,382 American Express shares in Q2 2026, an estimated $1.08M.
- American Express made up 0.09% of Cerity Partners's portfolio in Q2 2026, its #191 holding.
- Cerity Partners first reported a position in American Express in Q1 2017 and has held it in 38 quarters since.
- 2,758 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.