Cypress Wealth Services’s American Express AXP Stock Holding History

Cypress Wealth Services’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	$2.2M	Buy	6,507 +8	+0.1%	+$2.56K	0.27%	74
2026 Q1	$1.97M	Sell	6,499 -182	-3%	-$61K	0.28%	75
2025 Q4	$2.47M	Buy	6,681 +551	+9%	+$197K	0.34%	61
2025 Q3	$2.04M	Buy	6,130 +24	+0.4%	+$7.63K	0.33%	59
2025 Q2	$1.95M	Buy	6,106 +607	+11%	+$171K	0.35%	59
2025 Q1	$1.48M	Buy	5,499 +167	+3%	+$49.4K	0.3%	68
2024 Q4	$1.58M	Sell	5,332 -10	-0.2%	-$2.87K	0.32%	67
2024 Q3	$1.45M	Buy	5,342 +151	+3%	+$37.6K	0.3%	66
2024 Q2	$1.2M	Buy	5,191 +30	+0.6%	+$6.95K	0.27%	69
2024 Q1	$1.18M	Buy	5,161 +923	+22%	+$191K	0.27%	71
2023 Q4	$794K	Buy	4,238 +15	+0.4%	+$2.42K	0.2%	92
2023 Q3	$630K	Buy	4,223 +8	+0.2%	+$1.31K	0.17%	108
2023 Q2	$739K	Buy	4,215 +9	+0.2%	+$1.45K	0.19%	96
2023 Q1	$694K	Sell	4,206 -107	-2%	-$17.8K	0.2%	92
2022 Q4	$637K	Buy	4,313 +38	+0.9%	+$5.63K	0.2%	97
2022 Q3	$594K	Sell	4,275 -316	-7%	-$47.8K	0.2%	97
2022 Q2	$636K	Buy	4,591 +73	+2%	+$12.1K	0.2%	93
2022 Q1	$845K	Buy	4,518 +2	+0%	+$361	0.23%	78
2021 Q4	$739K	Buy	4,516 +71	+2%	+$12.1K	0.2%	84
2021 Q3	$745K	Sell	4,445 -20	-0.4%	-$3.34K	0.22%	79
2021 Q2	$738K	Buy	4,465 +22	+0.5%	+$3.45K	0.2%	91
2021 Q1	$628K	Buy	4,443 +22	+0.5%	+$2.91K	0.13%	126
2020 Q4	$534K	Buy	+4,421	New	+$490K	0.12%	145
2020 Q3	–	Sell	-7,305	Closed	-$719K	–	279
2020 Q2	$695K	Buy	7,305 +2,460	+51%	+$226K	0.17%	114
2020 Q1	$415K	Buy	4,845 +94	+2%	+$10.9K	0.12%	141
2019 Q4	$592K	Buy	4,751 +13	+0.3%	+$1.55K	0.15%	118
2019 Q3	$560K	Sell	4,738 -1,822	-28%	-$223K	0.15%	123
2019 Q2	$810K	Sell	6,560 -50	-0.8%	-$5.87K	0.23%	104
2019 Q1	$722K	Buy	+6,610	New	+$695K	0.23%	99
2018 Q4	–	Sell	-2,598	Closed	-$277K	–	224
2018 Q3	$277K	Buy	2,598 +67	+3%	+$6.97K	0.1%	171
2018 Q2	$248K	Sell	2,531 -15	-0.6%	-$1.47K	0.09%	186
2018 Q1	$237K	Sell	2,546 -135	-5%	-$13.1K	0.1%	165
2017 Q4	$266K	Buy	+2,681	New	+$255K	0.11%	157

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

Cypress Wealth Services's AXP Position: Q2 2026 in Review

Cypress Wealth Services increased its American Express (AXP) stake by 0.12% in Q2 2026, buying an estimated $2.56K and bringing the position to 6,507 shares worth $2.2M. The position accounts for 0.27% of the portfolio, ranked #74.

Cypress Wealth Services first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.47M in Q4 2025. 733 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cypress Wealth Services held 6,507 shares of American Express worth $2.2M as of Q2 2026.
Cypress Wealth Services bought 8 American Express shares in Q2 2026, an estimated $2.56K.
American Express made up 0.27% of Cypress Wealth Services's portfolio in Q2 2026, its #74 holding.
Cypress Wealth Services first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
Cypress Wealth Services's American Express position peaked at $2.47M in Q4 2025.
733 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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