Commonwealth Retirement Investments’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$117K Buy
+345
New +$110K 0.03% 146
2026
Q1
Sell
-236
Closed -$87.3K 144
2025
Q4
$87.3K Buy
+236
New +$84.5K 0.03% 153

Other funds holding AXP

Commonwealth Retirement Investments's AXP Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in American Express (AXP) in Q2 2026: 345 shares worth $117K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in AXP as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Commonwealth Retirement Investments held 345 shares of American Express worth $117K as of Q2 2026.
  • American Express was a new Commonwealth Retirement Investments position in Q2 2026.
  • American Express made up 0.03% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #146 holding.
  • Commonwealth Retirement Investments first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.