Cyndeo Wealth Partners’s American Express AXP Stock Holding History

Cyndeo Wealth Partners’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	$10.3M	Buy	30,423 +1,157	+4%	+$370K	0.48%	67
2026 Q1	$8.85M	Sell	29,266 -6,434	-18%	-$2.16M	0.47%	73
2025 Q4	$13.2M	Buy	35,700 +758	+2%	+$271K	0.71%	35
2025 Q3	$11.6M	Buy	34,942 +9,776	+39%	+$3.11M	0.65%	37
2025 Q2	$8.03M	Sell	25,166 -1,453	-5%	-$409K	0.48%	62
2025 Q1	$7.16M	Buy	26,619 +24,236	+1,017%	+$7.16M	0.47%	70
2024 Q4	$707K	Buy	2,383 +99	+4%	+$28.4K	0.05%	256
2024 Q3	$619K	Buy	2,284 +108	+5%	+$26.9K	0.04%	267
2024 Q2	$504K	Buy	+2,176	New	+$504K	0.04%	280

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

Cyndeo Wealth Partners's AXP Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its American Express (AXP) stake by 4% in Q2 2026, buying an estimated $370K and bringing the position to 30,423 shares worth $10.3M. The position accounts for 0.48% of the portfolio, ranked #67.

Cyndeo Wealth Partners first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.2M in Q4 2025. 735 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cyndeo Wealth Partners held 30,423 shares of American Express worth $10.3M as of Q2 2026.
Cyndeo Wealth Partners bought 1,157 American Express shares in Q2 2026, an estimated $370K.
American Express made up 0.48% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #67 holding.
Cyndeo Wealth Partners first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Cyndeo Wealth Partners's American Express position peaked at $13.2M in Q4 2025.
735 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.