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CGC Financial Services’s American Express AXP Stock Holding History

CGC Financial Services’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 		$197K Hold
582
– – 0.04% 69
2026
Q1 		$176K Hold
582
– – 0.05% 67
2025
Q4 		$215K Hold
582
– – 0.06% 62
2025
Q3 		$193K Hold
582
– – 0.05% 64
2025
Q2 		$186K Buy
+582
New +$164K 0.06% 63
2024
Q1 		– Sell
-95
Closed -$17.8K – 362
2023
Q4 		$17.8K Buy
+95
New +$15.3K 0.01% 180

Other funds holding AXP

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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CGC Financial Services's AXP Position: Q2 2026 in Review

CGC Financial Services held its American Express (AXP) position steady in Q2 2026 at 582 shares worth $197K. The position accounts for 0.04% of the portfolio, ranked #69.

CGC Financial Services first reported a position in AXP in Q4 2023 and has held it in 6 quarters since. The position peaked at $215K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CGC Financial Services held 582 shares of American Express worth $197K as of Q2 2026.
  • CGC Financial Services left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of CGC Financial Services's portfolio in Q2 2026, its #69 holding.
  • CGC Financial Services first reported a position in American Express in Q4 2023 and has held it in 6 quarters since.
  • CGC Financial Services's American Express position peaked at $215K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.