CV Advisors
AXP icon

CV Advisors’s American Express AXP Stock Holding History

CV 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
Q3 		$1.71M Hold
5,635
– – 0.29% 32
2026
Q2 		$1.91M Buy
+5,635
New +$1.8M 0.35% 32

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

CV Advisors's AXP Position: Q3 2026 in Review

CV Advisors held its American Express (AXP) position steady in Q3 2026 at 5,635 shares worth $1.71M. The position accounts for 0.29% of the portfolio, ranked #32.

CV Advisors first reported a position in AXP in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.91M in Q2 2026. 1,110 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • CV Advisors held 5,635 shares of American Express worth $1.71M as of Q3 2026.
  • CV Advisors left its American Express share count unchanged in Q3 2026.
  • American Express made up 0.29% of CV Advisors's portfolio in Q3 2026, its #32 holding.
  • CV Advisors first reported a position in American Express in Q2 2026 and has held it in 2 quarters since.
  • CV Advisors's American Express position peaked at $1.91M in Q2 2026.
  • 1,110 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.