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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

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 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. 750 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.
  • 750 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.