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Capital Analysts LLC’s American Express AXP Stock Holding History

Capital Analysts LLC’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 		$1.78M Buy
5,276
+77
+1% +$24.7K 0.04% 281
2026
Q1 		$1.57M Sell
5,199
-375
-7% -$126K 0.04% 271
2025
Q4 		$2.06M Buy
5,574
+46
+0.8% +$16.5K 0.06% 235
2025
Q3 		$1.84M Sell
5,528
-133
-2% -$42.3K 0.05% 236
2025
Q2 		$1.8M Buy
5,661
+24
+0.4% +$6.75K 0.06% 222
2025
Q1 		$1.52M Sell
5,637
-29
-0.5% -$8.57K 0.06% 223
2024
Q4 		$1.68M Buy
5,666
+647
+13% +$186K 0.07% 195
2024
Q3 		$1.36M Buy
5,019
+995
+25% +$248K 0.06% 214
2024
Q2 		$932K Buy
4,024
+162
+4% +$37.5K 0.04% 256
2024
Q1 		$879K Buy
3,862
+6
+0.2% +$1.24K 0.04% 257
2023
Q4 		$722K Buy
3,856
+136
+4% +$21.9K 0.04% 271
2023
Q3 		$555K Buy
3,720
+1,021
+38% +$167K 0.03% 288
2023
Q2 		$470K Buy
2,699
+54
+2% +$8.71K 0.03% 299
2023
Q1 		$436K Sell
2,645
-86
-3% -$14.3K 0.02% 304
2022
Q4 		$404K Sell
2,731
-35
-1% -$5.19K 0.02% 318
2022
Q3 		$373K Buy
2,766
+120
+5% +$18.2K 0.03% 295
2022
Q2 		$367K Buy
2,646
+59
+2% +$9.74K 0.03% 287
2022
Q1 		$484K Buy
2,587
+241
+10% +$43.5K 0.03% 270
2021
Q4 		$384K Buy
2,346
+103
+5% +$17.6K 0.02% 288
2021
Q3 		$376K Buy
2,243
+150
+7% +$25.1K 0.02% 282
2021
Q2 		$346K Buy
2,093
+172
+9% +$26.9K 0.02% 284
2021
Q1 		$272K Sell
1,921
-68
-3% -$8.98K 0.02% 298
2020
Q4 		$240K Sell
1,989
-36
-2% -$3.99K 0.02% 233
2020
Q3 		$203K Buy
2,025
+350
+21% +$34.4K 0.02% 244
2020
Q2 		$159K Sell
1,675
-75
-4% -$6.91K 0.02% 235
2020
Q1 		$150K Sell
1,750
-54
-3% -$6.28K 0.02% 222
2019
Q4 		$225K Buy
1,804
+20
+1% +$2.39K 0.02% 230
2019
Q3 		$211K Sell
1,784
-15
-0.8% -$1.84K 0.02% 218
2019
Q2 		$222K Buy
1,799
+35
+2% +$4.11K 0.02% 215
2019
Q1 		$192K Sell
1,764
-98
-5% -$10.3K 0.02% 220
2018
Q4 		$177K Buy
1,862
+492
+36% +$51.5K 0.02% 206
2018
Q3 		$146K Hold
1,370
– – 0.02% 211
2018
Q2 		$134K Hold
1,370
– – 0.02% 223
2018
Q1 		$128K Buy
1,370
+250
+22% +$24.2K 0.02% 216
2017
Q4 		$111K Sell
1,120
-250
-18% -$23.8K 0.01% 227
2017
Q3 		$124K Hold
1,370
– – 0.02% 218
2017
Q2 		$115K Buy
+1,370
New +$108K 0.02% 221
2016
Q3 		– Sell
-1,430
Closed -$86.9K – 396
2016
Q2 		$86.9K Hold
1,430
– – 0.02% 218
2016
Q1 		$87.8K Sell
1,430
-84
-6% -$4.89K 0.02% 223
2015
Q4 		$105K Sell
1,514
-1,783
-54% -$130K 0.02% 213
2015
Q3 		$244K Buy
3,297
+1,959
+146% +$151K 0.05% 173
2015
Q2 		$104K Sell
1,338
-356
-21% -$28.2K 0.02% 211
2015
Q1 		$132K Buy
1,694
+441
+35% +$36.6K 0.03% 186
2014
Q4 		$117K Buy
1,253
+225
+22% +$20.2K 0.03% 184
2014
Q3 		$90K Sell
1,028
-142
-12% -$12.8K 0.02% 197
2014
Q2 		$111K Buy
1,170
+225
+24% +$20.3K 0.03% 179
2014
Q1 		$85.1K Hold
945
– – 0.02% 181
2013
Q4 		$85.8K Buy
945
+125
+15% +$10.3K 0.02% 176
2013
Q3 		$61.9K Buy
820
+210
+34% +$15.8K 0.02% 190
2013
Q2 		$45.6K Buy
+610
New +$43.4K 0.01% 195

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 Analysts LLC's AXP Position: Q2 2026 in Review

Capital Analysts LLC increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $24.7K and bringing the position to 5,276 shares worth $1.78M. The position accounts for 0.04% of the portfolio, ranked #281.

Capital Analysts LLC first reported a position in AXP in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.06M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Analysts LLC held 5,276 shares of American Express worth $1.78M as of Q2 2026.
  • Capital Analysts LLC bought 77 American Express shares in Q2 2026, an estimated $24.7K.
  • American Express made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #281 holding.
  • Capital Analysts LLC first reported a position in American Express in Q2 2013 and has held it in 50 quarters since.
  • Capital Analysts LLC's American Express position peaked at $2.06M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.