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Advisors Capital Management’s American Express AXP Stock Holding History

Advisors Capital 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
Q2 		$23.6M Buy
69,882
+25,500
+57% +$8.16M 0.25% 120
2026
Q1 		$13.4M Buy
44,382
+37,572
+552% +$12.6M 0.16% 148
2025
Q4 		$2.52M Buy
6,810
+1,118
+20% +$400K 0.03% 261
2025
Q3 		$1.89M Buy
5,692
+238
+4% +$75.7K 0.02% 270
2025
Q2 		$1.74M Buy
5,454
+865
+19% +$243K 0.02% 264
2025
Q1 		$1.23M Sell
4,589
-12
-0.3% -$3.55K 0.02% 271
2024
Q4 		$1.37M Buy
4,601
+175
+4% +$50.3K 0.02% 273
2024
Q3 		$1.2M Sell
4,426
-151
-3% -$37.6K 0.02% 274
2024
Q2 		$1.06M Buy
4,577
+113
+3% +$26.2K 0.02% 288
2024
Q1 		$1.02M Buy
4,464
+260
+6% +$53.9K 0.02% 290
2023
Q4 		$788K Buy
+4,204
New +$677K 0.02% 305
2023
Q3 		– Sell
-4,632
Closed -$807K – 413
2023
Q2 		$807K Buy
4,632
+188
+4% +$30.3K 0.02% 268
2023
Q1 		$733K Sell
4,444
-116
-3% -$19.2K 0.02% 260
2022
Q4 		$674K Sell
4,560
-123
-3% -$18.2K 0.02% 273
2022
Q3 		$722K Buy
4,683
+93
+2% +$14.1K 0.02% 277
2022
Q2 		$636K Sell
4,590
-363
-7% -$60K 0.02% 279
2022
Q1 		$926K Sell
4,953
-606
-11% -$109K 0.03% 253
2021
Q4 		$910K Buy
5,559
+682
+14% +$116K 0.02% 264
2021
Q3 		$817K Buy
4,877
+1,042
+27% +$174K 0.02% 262
2021
Q2 		$634K Sell
3,835
-43
-1% -$6.74K 0.02% 270
2021
Q1 		$548K Buy
3,878
+688
+22% +$90.9K 0.02% 266
2020
Q4 		$385K Buy
+3,190
New +$353K 0.01% 275
2020
Q2 		– Sell
-16,434
Closed -$1.41M – 297
2020
Q1 		$1.41M Buy
16,434
+3,170
+24% +$369K 0.09% 159
2019
Q4 		$1.65M Buy
13,264
+10,304
+348% +$1.23M 0.08% 192
2019
Q3 		$350K Buy
+2,960
New +$363K 0.02% 249

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisors Capital Management's AXP Position: Q2 2026 in Review

Advisors Capital Management increased its American Express (AXP) stake by 57% in Q2 2026, buying an estimated $8.16M and bringing the position to 69,882 shares worth $23.6M. The position accounts for 0.25% of the portfolio, ranked #120.

Advisors Capital Management first reported a position in AXP in Q3 2019 and has held it in 25 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Advisors Capital Management held 69,882 shares of American Express worth $23.6M as of Q2 2026.
  • Advisors Capital Management bought 25,500 American Express shares in Q2 2026, an estimated $8.16M.
  • American Express made up 0.25% of Advisors Capital Management's portfolio in Q2 2026, its #120 holding.
  • Advisors Capital Management first reported a position in American Express in Q3 2019 and has held it in 25 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.