Affinity Capital Advisors’s American Express AXP Stock Holding History

Affinity Capital Advisors’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	$229K	Buy	+644	New	+$206K	0.03%	183
2026 Q1	–	Sell	-808	Closed	-$299K	–	183
2025 Q4	$299K	Buy	808 +177	+28%	+$63.3K	0.04%	131
2025 Q3	$209K	Hold	631	–	–	0.03%	151
2025 Q2	$201K	Buy	+631	New	+$178K	0.03%	156
2022 Q2	–	Sell	-1,131	Closed	-$211K	–	110
2022 Q1	$211K	Buy	+1,131	New	+$204K	0.07%	110
2021 Q3	–	Sell	-1,431	Closed	-$236K	–	122
2021 Q2	$236K	Sell	1,431 -176	-11%	-$27.6K	0.08%	111
2021 Q1	$227K	Sell	1,607 -66	-4%	-$8.72K	0.08%	111
2020 Q4	$202K	Buy	+1,673	New	+$185K	0.08%	111
2020 Q1	–	Sell	-3,416	Closed	-$425K	–	100
2019 Q4	$425K	Buy	+3,416	New	+$408K	0.28%	58

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Affinity Capital Advisors opened a new position in American Express (AXP) in Q2 2026: 644 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in AXP as recently as Q4 2025.

Affinity Capital Advisors first reported a position in AXP in Q4 2019 and has held it in 9 quarters since. The position peaked at $425K in Q4 2019. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Affinity Capital Advisors held 644 shares of American Express worth $229K as of Q2 2026.
American Express was a new Affinity Capital Advisors position in Q2 2026.
American Express made up 0.03% of Affinity Capital Advisors's portfolio in Q2 2026, its #183 holding.
Affinity Capital Advisors first reported a position in American Express in Q4 2019 and has held it in 9 quarters since.
Affinity Capital Advisors's American Express position peaked at $425K in Q4 2019.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.