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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 $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