Cetera Investment Advisers’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 | $76.6M | Buy |
226,462
+5,370
| +2% | +$1.72M | 0.07% | 283 |
|
|
2026
Q1 | $66.9M | Buy |
221,092
+10,150
| +5% | +$3.4M | 0.07% | 273 |
|
|
2025
Q4 | $78M | Buy |
210,942
+12,240
| +6% | +$4.38M | 0.09% | 221 |
|
|
2025
Q3 | $66M | Buy |
198,702
+25,125
| +14% | +$7.99M | 0.08% | 242 |
|
|
2025
Q2 | $55.4M | Buy |
173,577
+12,694
| +8% | +$3.57M | 0.09% | 215 |
|
|
2025
Q1 | $43.3M | Buy |
160,883
+16,218
| +11% | +$4.79M | 0.08% | 241 |
|
|
2024
Q4 | $42.9M | Buy |
144,665
+778
| +0.5% | +$224K | 0.09% | 226 |
|
|
2024
Q3 | $39M | Buy |
143,887
+10,081
| +8% | +$2.51M | 0.09% | 231 |
|
|
2024
Q2 | $31M | Sell |
133,806
-31,055
| -19% | -$7.19M | 0.07% | 272 |
|
|
2024
Q1 | $37.5M | Buy |
164,861
+113,249
| +219% | +$23.5M | 0.09% | 223 |
|
|
2023
Q4 | $9.67M | Buy |
51,612
+1,541
| +3% | +$248K | 0.08% | 236 |
|
|
2023
Q3 | $7.47M | Buy |
50,071
+12,010
| +32% | +$1.96M | 0.06% | 295 |
|
|
2023
Q2 | $6.63M | Buy |
38,061
+2,340
| +7% | +$378K | 0.06% | 324 |
|
|
2023
Q1 | $5.89M | Buy |
35,721
+1,752
| +5% | +$291K | 0.05% | 340 |
|
|
2022
Q4 | $5.02M | Buy |
33,969
+5,547
| +20% | +$822K | 0.05% | 386 |
|
|
2022
Q3 | $4K | Buy |
28,422
+9,506
| +50% | +$1.44M | ﹤0.01% | 1678 |
|
|
2022
Q2 | $2.62M | Sell |
18,916
-3,140
| -14% | -$519K | 0.04% | 443 |
|
|
2022
Q1 | $4.12M | Sell |
22,056
-1,268
| -5% | -$229K | 0.06% | 328 |
|
|
2021
Q4 | $3.82M | Buy |
23,324
+48
| +0.2% | +$8.19K | 0.05% | 360 |
|
|
2021
Q3 | $3.9M | Sell |
23,276
-2,104
| -8% | -$352K | 0.06% | 325 |
|
|
2021
Q2 | $4.19M | Buy |
25,380
+4,644
| +22% | +$727K | 0.07% | 302 |
|
|
2021
Q1 | $2.93M | Sell |
20,736
-587
| -3% | -$77.6K | 0.06% | 330 |
|
|
2020
Q4 | $2.58M | Buy |
21,323
+17,724
| +492% | +$1.96M | 0.05% | 367 |
|
|
2020
Q3 | $361K | Buy |
3,599
+18
| +0.5% | +$1.77K | 0.03% | 456 |
|
|
2020
Q2 | $341K | Buy |
+3,581
| New | +$330K | 0.03% | 445 |
|
|
2020
Q1 | – | Sell |
-1,970
| Closed | -$242K | – | 549 |
|
|
2019
Q4 | $242K | Buy |
1,970
+43
| +2% | +$5.14K | 0.02% | 502 |
|
|
2019
Q3 | $232K | Sell |
1,927
-896
| -32% | -$110K | 0.03% | 466 |
|
|
2019
Q2 | $345K | Sell |
2,823
-112
| -4% | -$13.2K | 0.04% | 361 |
|
|
2019
Q1 | $320K | Sell |
2,935
-139
| -5% | -$14.6K | 0.05% | 366 |
|
|
2018
Q4 | $297K | Buy |
+3,074
| New | +$322K | 0.05% | 339 |
|
Other funds holding AXP
Cetera Investment Advisers's AXP Position: Q2 2026 in Review
Cetera Investment Advisers increased its American Express (AXP) stake by 2.4% in Q2 2026, buying an estimated $1.72M and bringing the position to 226,462 shares worth $76.6M. The position accounts for 0.07% of the portfolio, ranked #283.
Cetera Investment Advisers first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $78M in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Cetera Investment Advisers held 226,462 shares of American Express worth $76.6M as of Q2 2026.
- Cetera Investment Advisers bought 5,370 American Express shares in Q2 2026, an estimated $1.72M.
- American Express made up 0.07% of Cetera Investment Advisers's portfolio in Q2 2026, its #283 holding.
- Cetera Investment Advisers first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
- Cetera Investment Advisers's American Express position peaked at $78M in Q4 2025.
- 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.