CPA
AXP icon

Capital Performance Advisors’s American Express AXP Stock Holding History

Capital Performance 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
Q2 		$340K Sell
1,004
-472
-32% -$151K 0.02% 214
2026
Q1 		$447K Buy
1,476
+65
+5% +$21.8K 0.03% 236
2025
Q4 		$522K Buy
1,411
+373
+36% +$133K 0.04% 206
2025
Q3 		$345K Buy
1,038
+366
+54% +$116K 0.06% 188
2025
Q2 		$214K Sell
672
-759
-53% -$214K 0.04% 238
2025
Q1 		$385K Buy
+1,431
New +$423K 0.08% 132
2024
Q4 		– Sell
-176
Closed -$47.6K – 419
2024
Q3 		$47.6K Buy
+176
New +$43.8K 0.01% 361

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 Performance Advisors's AXP Position: Q2 2026 in Review

Capital Performance Advisors reduced its American Express (AXP) stake by 32% in Q2 2026, selling an estimated $151K and leaving 1,004 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #214.

Capital Performance Advisors first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Performance Advisors held 1,004 shares of American Express worth $340K as of Q2 2026.
  • Capital Performance Advisors sold 472 American Express shares in Q2 2026, an estimated $151K.
  • American Express made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #214 holding.
  • Capital Performance Advisors first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's American Express position peaked at $522K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.