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Livermore
Livermore
ZHEN

Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

AXP holding history

American Express Co in every 13F filed by Cherry Tree Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
2,480
Value
$838.7K
% of portfolio
0.2%
Quarters held
13
Since Q2 2023
Holdings of AXP by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,480$838.7K0.2%00.0%UnchangedHolders
Q1 20262,480$750.0K0.2%00.0%UnchangedHolders
Q4 20252,480$917.3K0.2%−166−6.3%ReducedHolders
Q3 20252,646$878.8K0.2%00.0%UnchangedHolders
Q2 20252,646$843.9K0.2%−44−1.6%ReducedHolders
Q1 20252,690$723.6K0.2%+53+2.0%AddedHolders
Q4 20242,637$782.5K0.2%00.0%UnchangedHolders
Q3 20242,637$715.0K0.2%−82−3.0%ReducedHolders
Q2 20242,719$629.5K0.2%+44+1.6%AddedHolders
Q1 20242,675$609.0K0.2%00.0%UnchangedHolders
Q4 20232,675$501.1K0.1%−204−7.1%ReducedHolders
Q3 20232,879$429.5K0.1%00.0%UnchangedHolders
Q2 20232,879$501.4K0.1%–No prior filingHolders