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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
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

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 Square's AXP Position: Q2 2026 in Review

Capital Square increased its American Express (AXP) stake by 27% in Q2 2026, buying an estimated $115K and bringing the position to 1,690 shares worth $592K. The position accounts for 0.26% of the portfolio, ranked #99.

Capital Square first reported a position in AXP in Q1 2020 and has held it in 16 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Capital Square held 1,690 shares of American Express worth $592K as of Q2 2026.
  • Capital Square bought 358 American Express shares in Q2 2026, an estimated $115K.
  • American Express made up 0.26% of Capital Square's portfolio in Q2 2026, its #99 holding.
  • Capital Square first reported a position in American Express in Q1 2020 and has held it in 16 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.