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CX Institutional’s American Express AXP Stock Holding History

CX Institutional’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 		$13.5M Buy
39,810
+2,488
+7% +$797K 0.39% 51
2026
Q1 		$11.3M Buy
37,322
+1,757
+5% +$589K 0.34% 60
2025
Q4 		$13.2M Buy
35,565
+1,226
+4% +$439K 0.39% 51
2025
Q3 		$11.4M Buy
34,339
+18,589
+118% +$5.91M 0.35% 59
2025
Q2 		$5.02M Sell
15,750
-23,629
-60% -$6.65M 0.18% 137
2025
Q1 		$10.6M Buy
39,379
+3,072
+8% +$908K 0.4% 60
2024
Q4 		$10.8M Sell
36,307
-3,528
-9% -$1.01M 0.43% 52
2024
Q3 		$10.8M Buy
39,835
+34,547
+653% +$8.6M 0.48% 60
2024
Q2 		$1.22M Buy
5,288
+564
+12% +$131K 0.06% 247
2024
Q1 		$1.08M Buy
4,724
+885
+23% +$184K 0.05% 275
2023
Q4 		$719K Sell
3,839
-1,581
-29% -$254K 0.04% 292
2023
Q3 		$809K Sell
5,420
-25,725
-83% -$4.21M 0.04% 277
2023
Q2 		$5.43M Buy
31,145
+4,686
+18% +$756K 0.28% 101
2023
Q1 		$4.33M Buy
26,459
+22,636
+592% +$3.76M 0.23% 131
2022
Q4 		$565K Buy
3,823
+444
+13% +$65.8K 0.03% 353
2022
Q3 		$456K Sell
3,379
-8,812
-72% -$1.33M 0.03% 347
2022
Q2 		$1.69M Buy
12,191
+1,913
+19% +$316K 0.13% 192
2022
Q1 		$1.92M Buy
10,278
+7,791
+313% +$1.41M 0.15% 158
2021
Q4 		$407K Sell
2,487
-1,229
-33% -$210K 0.03% 260
2021
Q3 		$622K Buy
3,716
+8
+0.2% +$1.34K 0.05% 236
2021
Q2 		$613K Sell
3,708
-381
-9% -$59.7K 0.05% 227
2021
Q1 		$579K Sell
4,089
-21,122
-84% -$2.79M 0.05% 223
2020
Q4 		$3.05M Sell
25,211
-768
-3% -$85.1K 0.29% 93
2020
Q3 		$2.6M Sell
25,979
-16,948
-39% -$1.67M 0.28% 104
2020
Q2 		$4.07M Buy
42,927
+9,061
+27% +$834K 0.53% 40
2020
Q1 		$2.9M Buy
33,866
+31,500
+1,331% +$3.67M 0.47% 44
2019
Q4 		$295K Sell
2,366
-128
-5% -$15.3K 0.05% 177
2019
Q3 		$295K Buy
2,494
+86
+4% +$10.5K 0.05% 196
2019
Q2 		$297K Buy
2,408
+32
+1% +$3.76K 0.05% 193
2019
Q1 		$260K Buy
2,376
+782
+49% +$82.2K 0.05% 191
2018
Q4 		$152K Buy
+1,594
New +$167K 0.03% 181

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

CX Institutional's AXP Position: Q2 2026 in Review

CX Institutional increased its American Express (AXP) stake by 6.7% in Q2 2026, buying an estimated $797K and bringing the position to 39,810 shares worth $13.5M. The position accounts for 0.39% of the portfolio, ranked #51.

CX Institutional first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • CX Institutional held 39,810 shares of American Express worth $13.5M as of Q2 2026.
  • CX Institutional bought 2,488 American Express shares in Q2 2026, an estimated $797K.
  • American Express made up 0.39% of CX Institutional's portfolio in Q2 2026, its #51 holding.
  • CX Institutional first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
  • 673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.