CJM Wealth Advisers’s American Express AXP Stock Holding History

CJM Wealth Advisers’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	$311K	Sell	919 -38	-4%	-$12.2K	0.08%	62
2026 Q1	$289K	Sell	957 -6	-0.6%	-$2.01K	0.09%	62
2025 Q4	$356K	Buy	963 +10	+1%	+$3.58K	0.11%	57
2025 Q3	$317K	Hold	953	–	–	0.1%	55
2025 Q2	$304K	Hold	953	–	–	0.1%	54
2025 Q1	$256K	Sell	953 -96	-9%	-$28.4K	0.09%	58
2024 Q4	$311K	Hold	1,049	–	–	0.1%	51
2024 Q3	$284K	Hold	1,049	–	–	0.1%	53
2024 Q2	$245K	Hold	1,049	–	–	0.09%	54
2024 Q1	$239K	Buy	+1,049	New	+$218K	0.09%	58

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CJM Wealth Advisers's AXP Position: Q2 2026 in Review

CJM Wealth Advisers reduced its American Express (AXP) stake by 4% in Q2 2026, selling an estimated $12.2K and leaving 919 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #62.

CJM Wealth Advisers first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $356K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

CJM Wealth Advisers held 919 shares of American Express worth $311K as of Q2 2026.
CJM Wealth Advisers sold 38 American Express shares in Q2 2026, an estimated $12.2K.
American Express made up 0.08% of CJM Wealth Advisers's portfolio in Q2 2026, its #62 holding.
CJM Wealth Advisers first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
CJM Wealth Advisers's American Express position peaked at $356K in Q4 2025.
674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.