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Cape Investment Advisory’s American Express AXP Stock Holding History

Cape Investment Advisory’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 		$187K Sell
552
-140
-20% -$44.8K 0.05% 238
2026
Q1 		$209K Buy
692
+80
+13% +$26.8K 0.07% 217
2025
Q4 		$226K Buy
612
+533
+675% +$191K 0.07% 197
2025
Q3 		$26.2K Sell
79
-423
-84% -$135K 0.03% 290
2025
Q2 		$160K Buy
502
+5
+1% +$1.41K 0.06% 208
2025
Q1 		$134K Sell
497
-1
-0.2% -$296 0.05% 216
2024
Q4 		$148K Sell
498
-44
-8% -$12.6K 0.06% 204
2024
Q3 		$147K Buy
542
+20
+4% +$4.98K 0.06% 201
2024
Q2 		$121K Buy
522
+10
+2% +$2.32K 0.05% 210
2024
Q1 		$117K Sell
512
-128
-20% -$26.5K 0.05% 201
2023
Q4 		$120K Buy
640
+88
+16% +$14.2K 0.06% 200
2023
Q3 		$82.3K Buy
552
+1
+0.2% +$164 0.05% 227
2023
Q2 		$96K Buy
551
+1
+0.2% +$161 0.05% 204
2023
Q1 		$90.8K Buy
+550
New +$91.2K 0.06% 199

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 $3.37T AUM 44.26% 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

Cape Investment Advisory's AXP Position: Q2 2026 in Review

Cape Investment Advisory reduced its American Express (AXP) stake by 20% in Q2 2026, selling an estimated $44.8K and leaving 552 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #238.

Cape Investment Advisory first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $226K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Cape Investment Advisory held 552 shares of American Express worth $187K as of Q2 2026.
  • Cape Investment Advisory sold 140 American Express shares in Q2 2026, an estimated $44.8K.
  • American Express made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #238 holding.
  • Cape Investment Advisory first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's American Express position peaked at $226K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.