Red Cedar Investment Management’s American Express AXP Stock Holding History

Red Cedar Investment 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 Q1	$1.55M	Sell	5,108 -2,520	-33%	-$845K	0.16%	74
2025 Q4	$2.82M	Hold	7,628	–	–	0.3%	53
2025 Q3	$2.53M	Hold	7,628	–	–	0.3%	50
2025 Q2	$2.43M	Hold	7,628	–	–	0.31%	49
2025 Q1	$2.05M	Hold	7,628	–	–	0.28%	53
2024 Q4	$2.26M	Buy	7,628 +792	+12%	+$228K	0.28%	45
2024 Q3	$1.85M	Buy	6,836 +4,022	+143%	+$1M	0.24%	57
2024 Q2	$652K	Buy	+2,814	New	+$652K	0.09%	72

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Red Cedar Investment Management's AXP Position: Q1 2026 in Review

Red Cedar Investment Management reduced its American Express (AXP) stake by 33% in Q1 2026, selling an estimated $845K and leaving 5,108 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #74.

Red Cedar Investment Management first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Red Cedar Investment Management held 5,108 shares of American Express worth $1.55M as of Q1 2026.
Red Cedar Investment Management sold 2,520 American Express shares in Q1 2026, an estimated $845K.
American Express made up 0.16% of Red Cedar Investment Management's portfolio in Q1 2026, its #74 holding.
Red Cedar Investment Management first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Red Cedar Investment Management's American Express position peaked at $2.82M in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.