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Community Financial Services Group’s American Express AXP Stock Holding History

Community Financial Services Group’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 		$6.14M Sell
17,652
-2,882
-14% -$923K 0.9% 37
2026
Q1 		$6.19M Sell
20,534
-249
-1% -$83.5K 1.09% 31
2025
Q4 		$7.69M Sell
20,783
-1,465
-7% -$524K 1.41% 24
2025
Q3 		$7.39M Sell
22,248
-595
-3% -$189K 1.35% 26
2025
Q2 		$7.29M Sell
22,843
-339
-1% -$95.4K 1.45% 24
2025
Q1 		$6.24M Sell
23,182
-275
-1% -$81.3K 1.35% 28
2024
Q4 		$6.96M Sell
23,457
-53
-0.2% -$15.2K 1.38% 21
2024
Q3 		$6.38M Sell
23,510
-261
-1% -$65K 1.3% 24
2024
Q2 		$5.5M Buy
23,771
+1,258
+6% +$291K 1.19% 29
2024
Q1 		$5.13M Buy
+22,513
New +$4.67M 1.17% 25
2023
Q3 		$620K Buy
+4,156
New +$680K 0.16% 83
2019
Q2 		– Sell
-2,000
Closed -$219K – 73
2019
Q1 		$219K Buy
+2,000
New +$210K 0.07% 84
2018
Q4 		– Sell
-2,000
Closed -$213K – 90
2018
Q3 		$213K Buy
+2,000
New +$208K 0.07% 86
2015
Q4 		– Sell
-69
Closed -$5K – 80
2015
Q3 		$5K Hold
69
– – ﹤0.01% 242
2015
Q2 		$5K Hold
69
– – ﹤0.01% 257
2015
Q1 		$5K Hold
69
– – ﹤0.01% 267
2014
Q4 		$6K Buy
+69
New +$6.19K ﹤0.01% 256

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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

Community Financial Services Group's AXP Position: Q2 2026 in Review

Community Financial Services Group reduced its American Express (AXP) stake by 14% in Q2 2026, selling an estimated $923K and leaving 17,652 shares worth $6.14M. The position accounts for 0.9% of the portfolio, ranked #37.

Community Financial Services Group first reported a position in AXP in Q4 2014 and has held it in 17 quarters since. The position peaked at $7.69M in Q4 2025. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Community Financial Services Group held 17,652 shares of American Express worth $6.14M as of Q2 2026.
  • Community Financial Services Group sold 2,882 American Express shares in Q2 2026, an estimated $923K.
  • American Express made up 0.9% of Community Financial Services Group's portfolio in Q2 2026, its #37 holding.
  • Community Financial Services Group first reported a position in American Express in Q4 2014 and has held it in 17 quarters since.
  • Community Financial Services Group's American Express position peaked at $7.69M in Q4 2025.
  • 591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.