Cherry Tree Wealth Management
AXP icon

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
Q3 		$745K Sell
2,451
-29
-1% -$9.7K 0.14% 83
2026
Q2 		$839K Hold
2,480
– – 0.16% 80
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cherry Tree Wealth Management's AXP Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its American Express (AXP) stake by 1.2% in Q3 2026, selling an estimated $9.7K and leaving 2,451 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #83.

Cherry Tree Wealth Management first reported a position in AXP in Q2 2023 and has held it in 14 quarters since. The position peaked at $917K in Q4 2025. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cherry Tree Wealth Management held 2,451 shares of American Express worth $745K as of Q3 2026.
  • Cherry Tree Wealth Management sold 29 American Express shares in Q3 2026, an estimated $9.7K.
  • American Express made up 0.14% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Cherry Tree Wealth Management first reported a position in American Express in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's American Express position peaked at $917K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.