Capital Advisors Inc’s American Express AXP Stock Holding History

Capital Advisors Inc’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	$420K	Sell	1,242 -1,131	-48%	-$362K	0.01%	259
2026 Q1	$718K	Buy	2,373 +680	+40%	+$228K	0.01%	187
2025 Q4	$626K	Sell	1,693 -79	-4%	-$28.3K	0.01%	198
2025 Q3	$588K	Sell	1,772 -344	-16%	-$109K	0.01%	192
2025 Q2	$675K	Buy	2,116 +32	+2%	+$9.01K	0.01%	179
2025 Q1	$561K	Buy	2,084 +65	+3%	+$19.2K	0.01%	187
2024 Q4	$599K	Sell	2,019 -12	-0.6%	-$3.45K	0.01%	185
2024 Q3	$551K	Sell	2,031 -33	-2%	-$8.22K	0.01%	186
2024 Q2	$478K	Buy	2,064 +106	+5%	+$24.5K	0.01%	202
2024 Q1	$446K	Buy	1,958 +586	+43%	+$122K	0.01%	207
2023 Q4	$257K	Buy	+1,372	New	+$221K	0.01%	257
2023 Q3	–	Sell	-2,102	Closed	-$366K	–	264
2023 Q2	$366K	Buy	2,102 +874	+71%	+$141K	0.01%	200
2023 Q1	$203K	Buy	+1,228	New	+$204K	0.01%	245

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Capital Advisors Inc's AXP Position: Q2 2026 in Review

Capital Advisors Inc reduced its American Express (AXP) stake by 48% in Q2 2026, selling an estimated $362K and leaving 1,242 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #259.

Capital Advisors Inc first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $718K in Q1 2026. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Capital Advisors Inc held 1,242 shares of American Express worth $420K as of Q2 2026.
Capital Advisors Inc sold 1,131 American Express shares in Q2 2026, an estimated $362K.
American Express made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #259 holding.
Capital Advisors Inc first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
Capital Advisors Inc's American Express position peaked at $718K in Q1 2026.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.