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Cherry Tree Wealth Management’s American Express AXP Stock Holding History

Cherry Tree Wealth Management’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 		$750K Hold
2,480
– – 0.16% 76
2025
Q4 		$917K Sell
2,480
-166
-6% -$59.4K 0.19% 78
2025
Q3 		$879K Hold
2,646
– – 0.19% 77
2025
Q2 		$844K Sell
2,646
-44
-2% -$12.4K 0.2% 76
2025
Q1 		$724K Buy
2,690
+53
+2% +$15.7K 0.17% 78
2024
Q4 		$783K Hold
2,637
– – 0.19% 74
2024
Q3 		$715K Sell
2,637
-82
-3% -$20.4K 0.17% 78
2024
Q2 		$629K Buy
2,719
+44
+2% +$10.2K 0.16% 77
2024
Q1 		$609K Hold
2,675
– – 0.15% 77
2023
Q4 		$501K Sell
2,675
-204
-7% -$32.8K 0.13% 86
2023
Q3 		$429K Hold
2,879
– – 0.13% 88
2023
Q2 		$501K Buy
+2,879
New +$465K 0.15% 83

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cherry Tree Wealth Management's AXP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its American Express (AXP) position steady in Q1 2026 at 2,480 shares worth $750K. The position accounts for 0.16% of the portfolio, ranked #76.

Cherry Tree Wealth Management first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $917K in Q4 2025. 2,904 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Cherry Tree Wealth Management held 2,480 shares of American Express worth $750K as of Q1 2026.
  • Cherry Tree Wealth Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.16% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Cherry Tree Wealth Management first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's American Express position peaked at $917K in Q4 2025.
  • 2,904 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.