Allen Capital Group
AXP icon

Allen Capital Group’s American Express AXP Stock Holding History

Allen Capital Group’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
Q3 		$306K Buy
1,007
+18
+2% +$6.01K 0.02% 249
2026
Q2 		$335K Buy
989
+71
+8% +$22.7K 0.03% 236
2026
Q1 		$278K Buy
918
+17
+2% +$5.7K 0.02% 234
2025
Q4 		$333K Buy
901
+67
+8% +$24K 0.03% 222
2025
Q3 		$277K Buy
834
+23
+3% +$7.32K 0.03% 232
2025
Q2 		$259K Buy
811
+58
+8% +$16.3K 0.03% 237
2025
Q1 		$203K Buy
+753
New +$223K 0.02% 237
2021
Q3 		– Sell
-1,431
Closed -$236K – 162
2021
Q2 		$236K Sell
1,431
-9
-0.6% -$1.41K 0.05% 134
2021
Q1 		$204K Buy
+1,440
New +$190K 0.04% 144
2020
Q2 		– Sell
-2,669
Closed -$228K – 131
2020
Q1 		$228K Sell
2,669
-3,238
-55% -$377K 0.07% 114
2019
Q4 		$735K Buy
5,907
+200
+4% +$23.9K 0.19% 83
2019
Q3 		$650K Buy
5,707
+218
+4% +$26.7K 0.2% 80
2019
Q2 		$678K Buy
5,489
+279
+5% +$32.8K 0.22% 76
2019
Q1 		$569K Sell
5,210
-687
-12% -$72.2K 0.19% 79
2018
Q4 		$593K Sell
5,897
-40
-0.7% -$4.18K 0.21% 76
2018
Q3 		$632K Sell
5,937
-113
-2% -$11.8K 0.21% 76
2018
Q2 		$593K Hold
6,050
– – 0.22% 70
2018
Q1 		$564K Buy
6,050
+556
+10% +$53.9K 0.22% 66
2017
Q4 		$546K Buy
+5,494
New +$523K 0.24% 65

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allen Capital Group's AXP Position: Q3 2026 in Review

Allen Capital Group increased its American Express (AXP) stake by 1.8% in Q3 2026, buying an estimated $6.01K and bringing the position to 1,007 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #249.

Allen Capital Group first reported a position in AXP in Q4 2017 and has held it in 19 quarters since. The position peaked at $735K in Q4 2019. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Allen Capital Group held 1,007 shares of American Express worth $306K as of Q3 2026.
  • Allen Capital Group bought 18 American Express shares in Q3 2026, an estimated $6.01K.
  • American Express made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #249 holding.
  • Allen Capital Group first reported a position in American Express in Q4 2017 and has held it in 19 quarters since.
  • Allen Capital Group's American Express position peaked at $735K in Q4 2019.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.