Capstone Investment Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Sell |
2,974
-3,346
| -53% | -$1.07M | ﹤0.01% | 945 |
|
|
2026
Q1 | $1.91M | Buy |
6,320
+5,014
| +384% | +$1.68M | ﹤0.01% | 665 |
|
|
2025
Q4 | $483K | Sell |
1,306
-13,646
| -91% | -$4.88M | ﹤0.01% | 1159 |
|
|
2025
Q3 | $4.97M | Sell |
14,952
-6,371
| -30% | -$2.03M | 0.01% | 474 |
|
|
2025
Q2 | $6.8M | Buy |
21,323
+10,141
| +91% | +$2.85M | 0.02% | 330 |
|
|
2025
Q1 | $3.01M | Buy |
11,182
+4,065
| +57% | +$1.2M | 0.01% | 583 |
|
|
2024
Q4 | $2.11M | Sell |
7,117
-1,386
| -16% | -$398K | 0.01% | 833 |
|
|
2024
Q3 | $2.31M | Buy |
8,503
+6,488
| +322% | +$1.62M | 0.01% | 688 |
|
|
2024
Q2 | $467K | Sell |
2,015
-3,031
| -60% | -$702K | ﹤0.01% | 1347 |
|
|
2024
Q1 | $1.15M | Buy |
5,046
+2,617
| +108% | +$543K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $455K | Sell |
2,429
-16,718
| -87% | -$2.69M | ﹤0.01% | 1391 |
|
|
2023
Q3 | $2.86M | Buy |
19,147
+17,316
| +946% | +$2.83M | 0.01% | 603 |
|
|
2023
Q2 | $319K | Hold |
1,831
| – | – | ﹤0.01% | 1365 |
|
|
2023
Q1 | $302K | Sell |
1,831
-41,139
| -96% | -$6.82M | ﹤0.01% | 1170 |
|
|
2022
Q4 | $6.35M | Buy |
42,970
+9,801
| +30% | +$1.45M | 0.05% | 322 |
|
|
2022
Q3 | $4.47M | Buy |
33,169
+21,910
| +195% | +$3.32M | 0.03% | 437 |
|
|
2022
Q2 | $1.56M | Buy |
11,259
+9,876
| +714% | +$1.63M | 0.01% | 854 |
|
|
2022
Q1 | $259K | Sell |
1,383
-58,981
| -98% | -$10.7M | ﹤0.01% | 1613 |
|
|
2021
Q4 | $9.88M | Buy |
+60,364
| New | +$10.3M | 0.02% | 611 |
|
|
2021
Q3 | – | Sell |
-35,489
| Closed | -$5.93M | – | 2004 |
|
|
2021
Q2 | $5.86M | Buy |
+35,489
| New | +$5.56M | 0.01% | 684 |
|
|
2020
Q3 | – | Sell |
-10,944
| Closed | -$1.08M | – | 1388 |
|
|
2020
Q2 | $1.04M | Buy |
10,944
+1,550
| +16% | +$143K | 0.01% | 907 |
|
|
2020
Q1 | $804K | Buy |
+9,394
| New | +$1.09M | 0.01% | 771 |
|
|
2019
Q4 | – | Sell |
-4,058
| Closed | -$485K | – | 1380 |
|
|
2019
Q3 | $480K | Buy |
4,058
+4,021
| +10,868% | +$493K | ﹤0.01% | 1102 |
|
|
2019
Q2 | $5K | Sell |
37
-330
| -90% | -$38.8K | ﹤0.01% | 1376 |
|
|
2019
Q1 | $40K | Sell |
367
-4,807
| -93% | -$505K | ﹤0.01% | 1235 |
|
|
2018
Q4 | $493K | Buy |
5,174
+4,912
| +1,875% | +$514K | 0.01% | 818 |
|
|
2018
Q3 | $28K | Sell |
262
-3,648
| -93% | -$379K | ﹤0.01% | 1234 |
|
|
2018
Q2 | $383K | Buy |
+3,910
| New | +$384K | 0.01% | 511 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$5K | – | 867 |
|
|
2016
Q4 | $5K | Buy |
+80
| New | +$5.54K | ﹤0.01% | 886 |
|
|
2014
Q3 | – | Sell |
-2,740
| Closed | -$247K | – | 428 |
|
|
2014
Q2 | $259K | Buy |
+2,740
| New | +$247K | ﹤0.01% | 374 |
|
|
2013
Q4 | – | Sell |
-14,035
| Closed | -$1.06M | – | 483 |
|
|
2013
Q3 | $1.06M | Buy |
+14,035
| New | +$1.06M | 0.01% | 415 |
|
Other funds holding AXP
Capstone Investment Advisors's AXP Position: Q2 2026 in Review
Capstone Investment Advisors reduced its American Express (AXP) stake by 53% in Q2 2026, selling an estimated $1.07M and leaving 2,974 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #945.
Capstone Investment Advisors first reported a position in AXP in Q3 2013 and has held it in 31 quarters since. The position peaked at $9.88M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Capstone Investment Advisors held 2,974 shares of American Express worth $1.01M as of Q2 2026.
- Capstone Investment Advisors sold 3,346 American Express shares in Q2 2026, an estimated $1.07M.
- American Express made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #945 holding.
- Capstone Investment Advisors first reported a position in American Express in Q3 2013 and has held it in 31 quarters since.
- Capstone Investment Advisors's American Express position peaked at $9.88M in Q4 2021.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.