Certified Advisory Corp’s American Express AXP Stock Holding History

Certified Advisory Corp’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	$309K	Buy	1,018 +10	+1%	+$3.34K	0.03%	266
2026 Q2	$341K	Buy	1,008 +40	+4%	+$12.8K	0.03%	262
2026 Q1	$293K	Buy	968 +21	+2%	+$7.04K	0.03%	270
2025 Q4	$350K	Sell	947 -55	-5%	-$19.7K	0.03%	246
2025 Q3	$333K	Sell	1,002 -2	-0.2%	-$636	0.03%	251
2025 Q2	$320K	Buy	1,004 +11	+1%	+$3.1K	0.03%	248
2025 Q1	$267K	Sell	993 -143	-13%	-$42.3K	0.03%	252
2024 Q4	$337K	Hold	1,136	–	–	0.04%	236
2024 Q3	$308K	Sell	1,136 -167	-13%	-$41.6K	0.03%	244
2024 Q2	$302K	Buy	1,303 +50	+4%	+$11.6K	0.04%	232
2024 Q1	$285K	Hold	1,253	–	–	0.04%	229
2023 Q4	$235K	Buy	+1,253	New	+$202K	0.04%	242
2021 Q2	–	Sell	-1,020	Closed	-$144K	–	246
2021 Q1	$144K	Buy	+1,020	New	+$135K	0.04%	218
2020 Q2	$145K	Hold	1,520	–	–	0.05%	200
2020 Q1	$130K	Buy	1,520 +80	+6%	+$9.31K	0.05%	190
2019 Q4	$179K	Hold	1,440	–	–	0.06%	193
2019 Q3	$170K	Buy	1,440 +295	+26%	+$36.2K	0.06%	195
2019 Q2	$141K	Hold	1,145	–	–	0.05%	196
2019 Q1	$125K	Buy	1,145 +23	+2%	+$2.42K	0.05%	197
2018 Q4	$107K	Hold	1,122	–	–	0.06%	192
2018 Q3	$119K	Hold	1,122	–	–	0.06%	191
2018 Q2	$110K	Hold	1,122	–	–	0.06%	191
2018 Q1	$104K	Buy	1,122 +100	+10%	+$9.7K	0.06%	190
2017 Q4	$101K	Buy	+1,022	New	+$97.3K	0.07%	160

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Certified Advisory Corp's AXP Position: Q3 2026 in Review

Certified Advisory Corp increased its American Express (AXP) stake by 0.99% in Q3 2026, buying an estimated $3.34K and bringing the position to 1,018 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #266.

Certified Advisory Corp first reported a position in AXP in Q4 2017 and has held it in 24 quarters since. The position peaked at $350K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Certified Advisory Corp held 1,018 shares of American Express worth $309K as of Q3 2026.
Certified Advisory Corp bought 10 American Express shares in Q3 2026, an estimated $3.34K.
American Express made up 0.03% of Certified Advisory Corp's portfolio in Q3 2026, its #266 holding.
Certified Advisory Corp first reported a position in American Express in Q4 2017 and has held it in 24 quarters since.
Certified Advisory Corp's American Express position peaked at $350K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.