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Cypress Point Wealth Management’s American Express AXP Stock Holding History

Cypress Point 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 		$279K Buy
825
+84
+11% +$26.9K 0.06% 110
2026
Q1 		$224K Buy
+741
New +$248K 0.05% 111

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
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

Cypress Point Wealth Management's AXP Position: Q2 2026 in Review

Cypress Point Wealth Management increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $26.9K and bringing the position to 825 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #110.

Cypress Point Wealth Management first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cypress Point Wealth Management held 825 shares of American Express worth $279K as of Q2 2026.
  • Cypress Point Wealth Management bought 84 American Express shares in Q2 2026, an estimated $26.9K.
  • American Express made up 0.06% of Cypress Point Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Cypress Point Wealth Management first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.