Capital Advantage’s American Express AXP Stock Holding History

Capital Advantage’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	$686K	Sell	2,027 -20	-1%	-$6.4K	0.08%	84
2026 Q1	$619K	Buy	2,047 +35	+2%	+$11.7K	0.08%	85
2025 Q4	$744K	Buy	2,012 +12	+0.6%	+$4.29K	0.1%	80
2025 Q3	$664K	Hold	2,000	–	–	0.1%	81
2025 Q2	$638K	Sell	2,000 -965	-33%	-$272K	0.1%	80
2025 Q1	$880K	Hold	2,965	–	–	0.16%	59
2024 Q4	$880K	Buy	+2,965	New	+$852K	0.16%	59
2021 Q2	–	Sell	-1,630	Closed	-$231K	–	53
2021 Q1	$231K	Buy	+1,630	New	+$215K	0.06%	99
2020 Q1	–	Sell	-1,630	Closed	-$220K	–	90
2019 Q4	$220K	Buy	+1,630	New	+$195K	0.07%	87
2018 Q1	–	Sell	-2,066	Closed	-$205K	–	75
2017 Q4	$205K	Sell	2,066 -402	-16%	-$38.3K	0.05%	75
2017 Q3	$223K	Sell	2,468 -90	-4%	-$7.74K	0.06%	71
2017 Q2	$215K	Sell	2,558 -38	-1%	-$3.01K	0.06%	71
2017 Q1	$205K	Sell	2,596 -261	-9%	-$20.4K	0.06%	77
2016 Q4	$212K	Buy	+2,857	New	+$198K	0.06%	76
2015 Q4	–	Sell	-2,767	Closed	-$205K	–	78
2015 Q3	$205K	Buy	2,767 +38	+1%	+$2.92K	0.08%	71
2015 Q2	$212K	Hold	2,729	–	–	0.08%	69
2015 Q1	$213K	Hold	2,729	–	–	0.09%	69
2014 Q4	$254K	Hold	2,729	–	–	0.1%	55
2014 Q3	$239K	Sell	2,729 -200	-7%	-$18K	0.12%	46
2014 Q2	$278K	Buy	+2,929	New	+$264K	0.15%	41

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

Capital Advantage's AXP Position: Q2 2026 in Review

Capital Advantage reduced its American Express (AXP) stake by 0.98% in Q2 2026, selling an estimated $6.4K and leaving 2,027 shares worth $686K. The position accounts for 0.08% of the portfolio, ranked #84.

Capital Advantage first reported a position in AXP in Q2 2014 and has held it in 20 quarters since. The position peaked at $880K in Q1 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Capital Advantage held 2,027 shares of American Express worth $686K as of Q2 2026.
Capital Advantage sold 20 American Express shares in Q2 2026, an estimated $6.4K.
American Express made up 0.08% of Capital Advantage's portfolio in Q2 2026, its #84 holding.
Capital Advantage first reported a position in American Express in Q2 2014 and has held it in 20 quarters since.
Capital Advantage's American Express position peaked at $880K in Q1 2025.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.