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 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%	+$9.69K	0.06%	190
2017 Q4	$101K	Buy	+1,022	New	+$97.3K	0.07%	160

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Certified Advisory Corp's AXP Position: Q2 2026 in Review

Certified Advisory Corp increased its American Express (AXP) stake by 4.1% in Q2 2026, buying an estimated $12.8K and bringing the position to 1,008 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #262.

Certified Advisory Corp first reported a position in AXP in Q4 2017 and has held it in 23 quarters since. The position peaked at $350K in Q4 2025. 982 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Certified Advisory Corp held 1,008 shares of American Express worth $341K as of Q2 2026.
Certified Advisory Corp bought 40 American Express shares in Q2 2026, an estimated $12.8K.
American Express made up 0.03% of Certified Advisory Corp's portfolio in Q2 2026, its #262 holding.
Certified Advisory Corp first reported a position in American Express in Q4 2017 and has held it in 23 quarters since.
Certified Advisory Corp's American Express position peaked at $350K in Q4 2025.
982 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.