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Capital Advisors Ltd’s American Express AXP Stock Holding History

Capital Advisors Ltd’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 		$438K Sell
1,295
-23
-2% -$7.36K 0.04% 199
2026
Q1 		$399K Hold
1,318
– – 0.05% 199
2025
Q4 		$488K Hold
1,318
– – 0.06% 172
2025
Q3 		$438K Hold
1,318
– – 0.05% 187
2025
Q2 		$420K Buy
1,318
+7
+0.5% +$1.97K 0.05% 183
2025
Q1 		$353K Sell
1,311
-6
-0.5% -$1.77K 0.05% 196
2024
Q4 		$391K Buy
1,317
+36
+3% +$10.3K 0.05% 185
2024
Q3 		$347K Buy
1,281
+15
+1% +$3.73K 0.04% 201
2024
Q2 		$293K Buy
1,266
+219
+21% +$50.7K 0.04% 216
2024
Q1 		$238K Buy
1,047
+7
+0.7% +$1.45K 0.03% 249
2023
Q4 		$195K Sell
1,040
-29
-3% -$4.67K 0.03% 263
2023
Q3 		$159K Hold
1,069
– – 0.02% 276
2023
Q2 		$186K Buy
1,069
+632
+145% +$102K 0.03% 261
2023
Q1 		$72K Sell
437
-603
-58% -$100K 0.01% 341
2022
Q4 		$61K Buy
1,040
+887
+580% +$131K 0.01% 350
2022
Q3 		$21K Buy
153
+12
+9% +$1.82K ﹤0.01% 438
2022
Q2 		$20K Sell
141
-11
-7% -$1.82K ﹤0.01% 433
2022
Q1 		$28K Buy
152
+3
+2% +$542 ﹤0.01% 418
2021
Q4 		$24K Buy
+149
New +$25.4K ﹤0.01% 413
2020
Q2 		– Sell
-87
Closed -$7K – 445
2020
Q1 		$7K Buy
+87
New +$10.1K ﹤0.01% 384

Other funds holding AXP

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Capital Advisors Ltd reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $7.36K and leaving 1,295 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #199.

Capital Advisors Ltd first reported a position in AXP in Q1 2020 and has held it in 20 quarters since. The position peaked at $488K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Advisors Ltd held 1,295 shares of American Express worth $438K as of Q2 2026.
  • Capital Advisors Ltd sold 23 American Express shares in Q2 2026, an estimated $7.36K.
  • American Express made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #199 holding.
  • Capital Advisors Ltd first reported a position in American Express in Q1 2020 and has held it in 20 quarters since.
  • Capital Advisors Ltd's American Express position peaked at $488K in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.