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Cordatus Wealth Management’s American Express AXP Stock Holding History

Cordatus 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
Q2 		$1.46M Buy
+4,312
New +$1.38M 0.32% 69
2020
Q4 		– Sell
-3,091
Closed -$310K – 145
2020
Q3 		$310K Buy
+3,091
New +$304K 0.15% 121

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
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

Cordatus Wealth Management's AXP Position: Q2 2026 in Review

Cordatus Wealth Management opened a new position in American Express (AXP) in Q2 2026: 4,312 shares worth $1.46M. The stake represents 0.32% of the portfolio and ranks #69 among its holdings. This is a return to the name: Cordatus Wealth Management previously reported a position in AXP as recently as Q3 2020.

Cordatus Wealth Management first reported a position in AXP in Q3 2020 and has held it in 2 quarters since. 1,330 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cordatus Wealth Management held 4,312 shares of American Express worth $1.46M as of Q2 2026.
  • American Express was a new Cordatus Wealth Management position in Q2 2026.
  • American Express made up 0.32% of Cordatus Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Cordatus Wealth Management first reported a position in American Express in Q3 2020 and has held it in 2 quarters since.
  • 1,330 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.