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

Capital Asset Advisory Services’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
Q1 		$424K Buy
1,285
+71
+6% +$23.8K 0.02% 202
2025
Q4 		$465K Buy
1,214
+28
+2% +$10K 0.02% 184
2025
Q3 		$394K Sell
1,186
-5
-0.4% -$1.59K 0.02% 203
2025
Q2 		$384K Buy
1,191
+32
+3% +$9.01K 0.02% 199
2025
Q1 		$319K Sell
1,159
-257
-18% -$76K 0.02% 216
2024
Q4 		$429K Sell
1,416
-17
-1% -$4.88K 0.02% 198
2024
Q3 		$386K Sell
1,433
-16
-1% -$3.98K 0.02% 219
2024
Q2 		$345K Sell
1,449
-5
-0.3% -$1.16K 0.02% 232
2024
Q1 		$323K Buy
1,454
+15
+1% +$3.11K 0.02% 235
2023
Q4 		$270K Buy
1,439
+37
+3% +$5.96K 0.02% 250
2023
Q3 		$212K Sell
1,402
-83
-6% -$13.6K 0.01% 297
2023
Q2 		$257K Buy
1,485
+103
+7% +$16.6K 0.02% 278
2023
Q1 		$228K Sell
1,382
-189
-12% -$31.4K 0.02% 311
2022
Q4 		$233K Sell
1,571
-23
-1% -$3.41K 0.02% 320
2022
Q3 		$215K Buy
1,594
+3
+0.2% +$454 0.03% 291
2022
Q2 		$221K Buy
1,591
+8
+0.5% +$1.32K 0.02% 358
2022
Q1 		$296K Sell
1,583
-16
-1% -$2.89K 0.03% 331
2021
Q4 		$262K Sell
1,599
-143
-8% -$24.4K 0.03% 343
2021
Q3 		$292K Buy
1,742
+3
+0.2% +$502 0.03% 346
2021
Q2 		$287K Sell
1,739
-315
-15% -$49.3K 0.03% 369
2021
Q1 		$291K Buy
+2,054
New +$271K 0.04% 353
2020
Q3 		– Sell
-3,016
Closed -$311K – 559
2020
Q2 		$311K Buy
3,016
+420
+16% +$38.7K 0.07% 250
2020
Q1 		$203K Buy
2,596
+570
+28% +$66.3K 0.05% 281
2019
Q4 		$269K Buy
+2,026
New +$242K 0.06% 291

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Asset Advisory Services increased its American Express (AXP) stake by 5.8% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,285 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #202.

Capital Asset Advisory Services first reported a position in AXP in Q4 2019 and has held it in 24 quarters since. The position peaked at $465K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capital Asset Advisory Services held 1,285 shares of American Express worth $424K as of Q1 2026.
  • Capital Asset Advisory Services bought 71 American Express shares in Q1 2026, an estimated $23.8K.
  • American Express made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #202 holding.
  • Capital Asset Advisory Services first reported a position in American Express in Q4 2019 and has held it in 24 quarters since.
  • Capital Asset Advisory Services's American Express position peaked at $465K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.