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Capital Advisors Wealth Management’s American Express AXP Stock Holding History

Capital Advisors Wealth Management’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 		$390K Buy
1,153
+166
+17% +$53.1K 0.05% 162
2026
Q1 		$298K Buy
987
+1
+0.1% +$335 0.04% 171
2025
Q4 		$365K Buy
986
+2
+0.2% +$716 0.05% 151
2025
Q3 		$327K Buy
984
+197
+25% +$62.7K 0.05% 158
2025
Q2 		$251K Buy
787
+4
+0.5% +$1.13K 0.04% 172
2025
Q1 		$211K Buy
783
+5
+0.6% +$1.48K 0.04% 173
2024
Q4 		$231K Buy
778
+27
+4% +$7.76K 0.04% 161
2024
Q3 		$204K Buy
+751
New +$187K 0.04% 163

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

Capital Advisors Wealth Management's AXP Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its American Express (AXP) stake by 17% in Q2 2026, buying an estimated $53.1K and bringing the position to 1,153 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #162.

Capital Advisors Wealth Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Advisors Wealth Management held 1,153 shares of American Express worth $390K as of Q2 2026.
  • Capital Advisors Wealth Management bought 166 American Express shares in Q2 2026, an estimated $53.1K.
  • American Express made up 0.05% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Capital Advisors Wealth Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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