Capital Advisory Group Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,655
Closed -$982K 24
2025
Q4
$982K Sell
2,655
-12
-0.4% -$4.29K 0.29% 77
2025
Q3
$886K Buy
2,667
+497
+23% +$158K 0.28% 85
2025
Q2
$692K Buy
2,170
+104
+5% +$29.3K 0.25% 87
2025
Q1
$556K Buy
2,066
+272
+15% +$80.4K 0.21% 101
2024
Q4
$532K Buy
+1,794
New +$515K 0.19% 103
2022
Q2
Sell
-100
Closed -$19K 228
2022
Q1
$19K Buy
+100
New +$18.1K 0.01% 303

Other funds holding AXP

Capital Advisory Group Advisory Services's AXP Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of American Express (AXP) in Q1 2026, closing a stake of 2,655 shares — an estimated $982K sold.

Capital Advisory Group Advisory Services first reported a position in AXP in Q1 2022 and held it in 6 quarters. The position peaked at $982K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capital Advisory Group Advisory Services reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 2,655 American Express shares in Q1 2026, an estimated $982K.
  • Capital Advisory Group Advisory Services first reported a position in American Express in Q1 2022 and held it in 6 quarters.
  • Capital Advisory Group Advisory Services's American Express position peaked at $982K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.