American Capital Advisory’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$36.2K Buy
120
+1
+0.8% +$335 0.01% 235
2025
Q4
$43.9K Buy
119
+6
+5% +$2.15K 0.02% 215
2025
Q3
$37.4K Sell
113
-3
-3% -$954 0.02% 220
2025
Q2
$36.9K Buy
116
+15
+15% +$4.22K 0.02% 212
2025
Q1
$27.1K Hold
101
0.01% 236
2024
Q4
$29.8K Hold
101
0.02% 221
2024
Q3
$27.3K Hold
101
0.02% 227
2024
Q2
$18.8K Hold
101
0.01% 224
2024
Q1
$16.6K Hold
101
0.01% 209
2023
Q4
$18.8K Buy
+101
New +$16.3K 0.01% 224

Other funds holding AXP

American Capital Advisory's AXP Position: Q1 2026 in Review

American Capital Advisory increased its American Express (AXP) stake by 0.84% in Q1 2026, buying an estimated $335 and bringing the position to 120 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #235.

American Capital Advisory first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.9K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • American Capital Advisory held 120 shares of American Express worth $36.2K as of Q1 2026.
  • American Capital Advisory bought 1 American Express share in Q1 2026, an estimated $335.
  • American Express made up 0.01% of American Capital Advisory's portfolio in Q1 2026, its #235 holding.
  • American Capital Advisory first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • American Capital Advisory's American Express position peaked at $43.9K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.