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CM Wealth Advisors’s American Express AXP Stock Holding History

CM Wealth Advisors’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 		$235K Buy
+695
New +$223K 0.04% 171
2024
Q2 		– Sell
-910
Closed -$214K – 86
2024
Q1 		$214K Buy
+910
New +$189K 0.06% 172

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CM Wealth Advisors's AXP Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in American Express (AXP) in Q2 2026: 695 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in AXP as recently as Q1 2024.

CM Wealth Advisors first reported a position in AXP in Q1 2024 and has held it in 2 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CM Wealth Advisors held 695 shares of American Express worth $235K as of Q2 2026.
  • American Express was a new CM Wealth Advisors position in Q2 2026.
  • American Express made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • CM Wealth Advisors first reported a position in American Express in Q1 2024 and has held it in 2 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.