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Capital Investment Advisors’s American Express AXP Stock Holding History

Capital Investment Advisors’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 		$51.9M Buy
171,428
+18,614
+12% +$6.24M 0.76% 43
2025
Q4 		$56.5M Buy
152,814
+3,205
+2% +$1.15M 0.86% 40
2025
Q3 		$49.7M Sell
149,609
-10,200
-6% -$3.24M 0.82% 41
2025
Q2 		$51M Buy
159,809
+54,551
+52% +$15.4M 0.91% 32
2025
Q1 		$28.3M Sell
105,258
-4,607
-4% -$1.36M 0.55% 51
2024
Q4 		$32.6M Buy
109,865
+3,224
+3% +$926K 0.66% 43
2024
Q3 		$28.9M Sell
106,641
-4,085
-4% -$1.02M 0.6% 51
2024
Q2 		$25.6M Buy
110,726
+3,939
+4% +$912K 0.58% 53
2024
Q1 		$24.3M Sell
106,787
-15,828
-13% -$3.28M 0.57% 55
2023
Q4 		$23M Buy
122,615
+6,883
+6% +$1.11M 0.58% 51
2023
Q3 		$17.3M Buy
115,732
+112,101
+3,087% +$18.3M 0.48% 58
2023
Q2 		$633K Buy
3,631
+104
+3% +$16.8K 0.02% 307
2023
Q1 		$582K Sell
3,527
-842
-19% -$140K 0.02% 329
2022
Q4 		$646K Buy
4,369
+893
+26% +$132K 0.02% 315
2022
Q3 		$469K Sell
3,476
-1,150
-25% -$174K 0.02% 347
2022
Q2 		$641K Sell
4,626
-1,334
-22% -$220K 0.02% 312
2022
Q1 		$1.11M Sell
5,960
-342
-5% -$61.8K 0.03% 251
2021
Q4 		$1.03M Buy
6,302
+42
+0.7% +$7.16K 0.03% 267
2021
Q3 		$1.05M Buy
6,260
+153
+3% +$25.6K 0.04% 256
2021
Q2 		$1.01M Buy
6,107
+154
+3% +$24.1K 0.03% 268
2021
Q1 		$842K Buy
5,953
+78
+1% +$10.3K 0.03% 281
2020
Q4 		$710K Sell
5,875
-123
-2% -$13.6K 0.03% 295
2020
Q3 		$601K Sell
5,998
-54
-0.9% -$5.31K 0.03% 295
2020
Q2 		$576K Buy
6,052
+604
+11% +$55.6K 0.03% 292
2020
Q1 		$466K Sell
5,448
-409
-7% -$47.6K 0.03% 290
2019
Q4 		$729K Sell
5,857
-265
-4% -$31.7K 0.04% 276
2019
Q3 		$724K Sell
6,122
-104
-2% -$12.8K 0.04% 262
2019
Q2 		$769K Buy
6,226
+117
+2% +$13.7K 0.04% 251
2019
Q1 		$668K Sell
6,109
-320
-5% -$33.6K 0.04% 258
2018
Q4 		$613K Sell
6,429
-246
-4% -$25.7K 0.04% 252
2018
Q3 		$711K Sell
6,675
-281
-4% -$29.2K 0.04% 244
2018
Q2 		$682K Buy
6,956
+182
+3% +$17.9K 0.04% 249
2018
Q1 		$632K Buy
6,774
+244
+4% +$23.6K 0.04% 257
2017
Q4 		$648K Sell
6,530
-17
-0.3% -$1.62K 0.04% 259
2017
Q3 		$592K Buy
6,547
+128
+2% +$11K 0.04% 259
2017
Q2 		$541K Buy
6,419
+67
+1% +$5.3K 0.04% 263
2017
Q1 		$502K Buy
6,352
+180
+3% +$14.1K 0.04% 280
2016
Q4 		$457K Sell
6,172
-460
-7% -$31.8K 0.04% 286
2016
Q3 		$425K Buy
6,632
+500
+8% +$32.1K 0.04% 286
2016
Q2 		$373K Buy
6,132
+387
+7% +$24.5K 0.03% 296
2016
Q1 		$353K Sell
5,745
-609
-10% -$35.4K 0.03% 297
2015
Q4 		$442K Sell
6,354
-276
-4% -$20.1K 0.05% 267
2015
Q3 		$491K Hold
6,630
– – 0.06% 229
2015
Q2 		$515K Hold
6,630
– – 0.06% 234
2015
Q1 		$518K Sell
6,630
-205
-3% -$17K 0.05% 239
2014
Q4 		$636K Buy
6,835
+174
+3% +$15.6K 0.07% 217
2014
Q3 		$583K Sell
6,661
-200
-3% -$18K 0.07% 209
2014
Q2 		$651K Hold
6,861
– – 0.07% 208
2014
Q1 		$618K Sell
6,861
-200
-3% -$17.9K 0.08% 209
2013
Q4 		$641K Buy
+7,061
New +$580K 0.09% 200

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 Investment Advisors's AXP Position: Q1 2026 in Review

Capital Investment Advisors increased its American Express (AXP) stake by 12% in Q1 2026, buying an estimated $6.24M and bringing the position to 171,428 shares worth $51.9M. The position accounts for 0.76% of the portfolio, ranked #43.

Capital Investment Advisors first reported a position in AXP in Q4 2013 and has held it in 50 quarters since. The position peaked at $56.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capital Investment Advisors held 171,428 shares of American Express worth $51.9M as of Q1 2026.
  • Capital Investment Advisors bought 18,614 American Express shares in Q1 2026, an estimated $6.24M.
  • American Express made up 0.76% of Capital Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Capital Investment Advisors first reported a position in American Express in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's American Express position peaked at $56.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.