Cetera Investment Advisers
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Cetera Investment Advisers’s American Express AXP Stock Holding History

Cetera Investment Advisers’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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cetera Investment Advisers's AXP Position: Q1 2026 in Review

Cetera Investment Advisers increased its American Express (AXP) stake by 4.8% in Q1 2026, buying an estimated $3.4M and bringing the position to 221,092 shares worth $66.9M. The position accounts for 0.07% of the portfolio, ranked #273.

Cetera Investment Advisers first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $78M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Cetera Investment Advisers held 221,092 shares of American Express worth $66.9M as of Q1 2026.
  • Cetera Investment Advisers bought 10,150 American Express shares in Q1 2026, an estimated $3.4M.
  • American Express made up 0.07% of Cetera Investment Advisers's portfolio in Q1 2026, its #273 holding.
  • Cetera Investment Advisers first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Cetera Investment Advisers's American Express position peaked at $78M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.