Capital Square’s American Express AXP Stock Holding History

Capital Square’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 Q3	$514K	Hold	1,690	–	–	0.23%	107
2026 Q2	$592K	Buy	1,690 +358	+27%	+$115K	0.26%	99
2026 Q1	$418K	Buy	1,332 +150	+13%	+$50.3K	0.19%	115
2025 Q4	$437K	Sell	1,182 -45	-4%	-$16.1K	0.22%	104
2025 Q3	$408K	Buy	1,227 +3	+0.2%	+$954	0.21%	110
2025 Q2	$391K	Sell	1,224 -25	-2%	-$7.04K	0.21%	115
2025 Q1	$336K	Sell	1,249 -240	-16%	-$70.9K	0.2%	118
2024 Q4	$478K	Sell	1,489 -108	-7%	-$31K	0.27%	99
2024 Q3	$433K	Sell	1,597 -287	-15%	-$71.5K	0.26%	101
2024 Q2	$461K	Buy	1,884 +12	+0.6%	+$2.78K	0.3%	93
2024 Q1	$426K	Buy	1,872 +416	+29%	+$86.3K	0.3%	88
2023 Q4	$273K	Hold	1,456	–	–	0.31%	81
2023 Q3	$221K	Hold	1,456	–	–	0.3%	79
2023 Q2	$254K	Buy	+1,456	New	+$235K	0.23%	105
2020 Q4	–	Sell	-2,040	Closed	-$204K	–	149
2020 Q3	$204K	Sell	2,040 -550	-21%	-$54.1K	0.21%	124
2020 Q2	$246K	Hold	2,590	–	–	0.26%	115
2020 Q1	$222K	Buy	+2,590	New	+$301K	0.26%	104

Other funds holding AXP

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Capital Square's AXP Position: Q3 2026 in Review

Capital Square held its American Express (AXP) position steady in Q3 2026 at 1,690 shares worth $514K. The position accounts for 0.23% of the portfolio, ranked #107.

Capital Square first reported a position in AXP in Q1 2020 and has held it in 17 quarters since. The position peaked at $592K in Q2 2026. 1,110 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Capital Square held 1,690 shares of American Express worth $514K as of Q3 2026.
Capital Square left its American Express share count unchanged in Q3 2026.
American Express made up 0.23% of Capital Square's portfolio in Q3 2026, its #107 holding.
Capital Square first reported a position in American Express in Q1 2020 and has held it in 17 quarters since.
Capital Square's American Express position peaked at $592K in Q2 2026.
1,110 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.