CFS Investment Advisory Services’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
$354K Buy
1,005
+14
+1% +$4.48K 0.02% 297
2026
Q1
$329K Buy
991
+8
+0.8% +$2.68K 0.02% 300
2025
Q4
$364K Sell
983
-78
-7% -$27.9K 0.03% 265
2025
Q3
$379K Buy
1,061
+221
+26% +$70.3K 0.03% 259
2025
Q2
$268K Buy
+840
New +$236K 0.02% 285
2022
Q2
Sell
-44,132
Closed 234
2022
Q1
$0 Buy
+44,132
New +$7.97M ﹤0.01% 422

Other funds holding AXP

CFS Investment Advisory Services's AXP Position: Q2 2026 in Review

CFS Investment Advisory Services increased its American Express (AXP) stake by 1.4% in Q2 2026, buying an estimated $4.48K and bringing the position to 1,005 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #297.

CFS Investment Advisory Services first reported a position in AXP in Q1 2022 and has held it in 6 quarters since. The position peaked at $379K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CFS Investment Advisory Services held 1,005 shares of American Express worth $354K as of Q2 2026.
  • CFS Investment Advisory Services bought 14 American Express shares in Q2 2026, an estimated $4.48K.
  • American Express made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #297 holding.
  • CFS Investment Advisory Services first reported a position in American Express in Q1 2022 and has held it in 6 quarters since.
  • CFS Investment Advisory Services's American Express position peaked at $379K in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.