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

Capital Investment 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 Q2	$1.03M	Buy	3,059 +86	+3%	+$27.5K	0.06%	298
2026 Q1	$899K	Sell	2,973 -3	-0.1%	-$1.01K	0.07%	276
2025 Q4	$1.1M	Buy	2,976 +1,700	+133%	+$608K	0.08%	246
2025 Q3	$424K	Sell	1,276 -27	-2%	-$8.59K	0.03%	401
2025 Q2	$416K	Buy	1,303 +261	+25%	+$73.5K	0.03%	377
2025 Q1	$280K	Sell	1,042 -6	-0.6%	-$1.77K	0.03%	452
2024 Q4	$311K	Buy	1,048 +69	+7%	+$19.8K	0.03%	385
2024 Q3	$266K	Buy	979 +38	+4%	+$9.46K	0.03%	432
2024 Q2	$218K	Sell	941 -7	-0.7%	-$1.62K	0.02%	474
2024 Q1	$216K	Buy	+948	New	+$197K	0.02%	467
2022 Q2	–	Sell	-1,103	Closed	-$206K	–	824
2022 Q1	$206K	Buy	+1,103	New	+$199K	0.02%	485
2021 Q1	–	Sell	-2,004	Closed	-$242K	–	726
2020 Q4	$242K	Buy	+2,004	New	+$222K	0.04%	377
2019 Q4	–	Sell	-588	Closed	-$70K	–	600
2019 Q3	$70K	Buy	588 +49	+9%	+$6.01K	0.02%	481
2019 Q2	$68K	Buy	539 +153	+40%	+$18K	0.02%	477
2019 Q1	$42K	Hold	386	–	–	0.02%	517
2018 Q4	$37K	Buy	+386	New	+$40.4K	0.02%	514

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Investment Advisory Services's AXP Position: Q2 2026 in Review

Capital Investment Advisory Services increased its American Express (AXP) stake by 2.9% in Q2 2026, buying an estimated $27.5K and bringing the position to 3,059 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #298.

Capital Investment Advisory Services first reported a position in AXP in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.1M in Q4 2025. 2,572 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Capital Investment Advisory Services held 3,059 shares of American Express worth $1.03M as of Q2 2026.
Capital Investment Advisory Services bought 86 American Express shares in Q2 2026, an estimated $27.5K.
American Express made up 0.06% of Capital Investment Advisory Services's portfolio in Q2 2026, its #298 holding.
Capital Investment Advisory Services first reported a position in American Express in Q4 2018 and has held it in 16 quarters since.
Capital Investment Advisory Services's American Express position peaked at $1.1M in Q4 2025.
2,572 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.