Cerro Pacific Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Cerro Pacific Wealth Advisors's AXP Position: Q2 2026 in Review
Cerro Pacific Wealth Advisors increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $40K and bringing the position to 1,151 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #127.
Cerro Pacific Wealth Advisors first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Cerro Pacific Wealth Advisors held 1,151 shares of American Express worth $389K as of Q2 2026.
- Cerro Pacific Wealth Advisors bought 125 American Express shares in Q2 2026, an estimated $40K.
- American Express made up 0.09% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #127 holding.
- Cerro Pacific Wealth Advisors first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
- 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.