Capital Advantage
AXP icon

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
Q3 		$819K Buy
2,692
+665
+33% +$222K 0.1% 83
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage's AXP Position: Q3 2026 in Review

Capital Advantage increased its American Express (AXP) stake by 33% in Q3 2026, buying an estimated $222K and bringing the position to 2,692 shares worth $819K. The position accounts for 0.1% of the portfolio, ranked #83.

Capital Advantage first reported a position in AXP in Q2 2014 and has held it in 21 quarters since. The position peaked at $880K in Q1 2025. 944 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Capital Advantage held 2,692 shares of American Express worth $819K as of Q3 2026.
  • Capital Advantage bought 665 American Express shares in Q3 2026, an estimated $222K.
  • American Express made up 0.1% of Capital Advantage's portfolio in Q3 2026, its #83 holding.
  • Capital Advantage first reported a position in American Express in Q2 2014 and has held it in 21 quarters since.
  • Capital Advantage's American Express position peaked at $880K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.