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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Square's AXP Position: Q1 2026 in Review

Capital Square increased its American Express (AXP) stake by 13% in Q1 2026, buying an estimated $50.3K and bringing the position to 1,332 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #115.

Capital Square first reported a position in AXP in Q1 2020 and has held it in 15 quarters since. The position peaked at $478K in Q4 2024. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Capital Square held 1,332 shares of American Express worth $418K as of Q1 2026.
Capital Square bought 150 American Express shares in Q1 2026, an estimated $50.3K.
American Express made up 0.19% of Capital Square's portfolio in Q1 2026, its #115 holding.
Capital Square first reported a position in American Express in Q1 2020 and has held it in 15 quarters since.
Capital Square's American Express position peaked at $478K in Q4 2024.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.