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 Q2	$1.91M	Buy	+5,635	New	+$1.8M	0.35%	32

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CV Advisors's AXP Position: Q2 2026 in Review

CV Advisors opened a new position in American Express (AXP) in Q2 2026: 5,635 shares worth $1.91M. The stake represents 0.35% of the portfolio and ranks #32 among its holdings.

717 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

CV Advisors held 5,635 shares of American Express worth $1.91M as of Q2 2026.
American Express was a new CV Advisors position in Q2 2026.
American Express made up 0.35% of CV Advisors's portfolio in Q2 2026, its #32 holding.
717 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.