Cypress Wealth Services
AXP icon

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
2020
Q4 		– Sell
-7,351
Closed -$737K – 302
2020
Q3 		$737K Buy
+7,351
New +$723K 0.19% 93

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Cypress Wealth Services's AXP Position: Q3 2026 in Review

Cypress Wealth Services increased its American Express (AXP) stake by 0.09% in Q3 2026, buying an estimated $2K and bringing the position to 6,513 shares worth $1.98M. The position accounts for 0.23% of the portfolio, ranked #77.

Cypress Wealth Services first reported a position in AXP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.47M in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Cypress Wealth Services held 6,513 shares of American Express worth $1.98M as of Q3 2026.
  • Cypress Wealth Services bought 6 American Express shares in Q3 2026, an estimated $2K.
  • American Express made up 0.23% of Cypress Wealth Services's portfolio in Q3 2026, its #77 holding.
  • Cypress Wealth Services first reported a position in American Express in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's American Express position peaked at $2.47M in Q4 2025.
  • 1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.