Capstone Investment Advisors
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Capstone Investment Advisors’s American Express AXP Stock Holding History

Capstone Investment 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
Q1 		$2.69M Sell
8,900
-1,100
-11% -$369K ﹤0.01% 566
2025
Q4 		$3.7M Sell
10,000
-9,100
-48% -$3.26M 0.01% 435
2025
Q3 		$6.34M Buy
19,100
+7,300
+62% +$2.32M 0.01% 416
2025
Q2 		$3.76M Sell
11,800
-29,800
-72% -$8.39M 0.01% 455
2025
Q1 		$11.2M Sell
41,600
-24,900
-37% -$7.36M 0.03% 269
2024
Q4 		$19.7M Buy
66,500
+14,200
+27% +$4.08M 0.05% 215
2024
Q3 		$14.2M Sell
52,300
-3,600
-6% -$896K 0.04% 238
2024
Q2 		$12.9M Buy
55,900
+3,100
+6% +$718K 0.04% 254
2024
Q1 		$12M Sell
52,800
-18,100
-26% -$3.75M 0.04% 246
2023
Q4 		$13.3M Buy
70,900
+41,300
+140% +$6.65M 0.04% 284
2023
Q3 		$4.42M Buy
29,600
+11,600
+64% +$1.9M 0.02% 463
2023
Q2 		$3.14M Buy
18,000
+2,300
+15% +$371K 0.02% 509
2023
Q1 		$2.59M Buy
15,700
+5,300
+51% +$879K 0.01% 526
2022
Q4 		$1.54M Buy
10,400
+2,300
+28% +$341K 0.01% 792
2022
Q3 		$1.09M Sell
8,100
-1,300
-14% -$197K 0.01% 969
2022
Q2 		$1.3M Sell
9,400
-48,800
-84% -$8.06M 0.01% 923
2022
Q1 		$10.9M Sell
58,200
-97,400
-63% -$17.6M 0.03% 442
2021
Q4 		$25.5M Buy
155,600
+13,100
+9% +$2.23M 0.04% 368
2021
Q3 		$23.9M Buy
142,500
+11,000
+8% +$1.84M 0.05% 374
2021
Q2 		$21.7M Sell
131,500
-39,800
-23% -$6.23M 0.05% 336
2021
Q1 		$24.2M Buy
171,300
+17,000
+11% +$2.25M 0.07% 252
2020
Q4 		$18.7M Buy
154,300
+61,300
+66% +$6.79M 0.06% 251
2020
Q3 		$9.32M Buy
93,000
+20,300
+28% +$2M 0.05% 345
2020
Q2 		$6.92M Buy
72,700
+2,300
+3% +$212K 0.05% 340
2020
Q1 		$6.03M Sell
70,400
-14,600
-17% -$1.7M 0.1% 233
2019
Q4 		$10.6M Buy
85,000
+11,000
+15% +$1.31M 0.06% 351
2019
Q3 		$8.75M Buy
74,000
+6,100
+9% +$748K 0.06% 309
2019
Q2 		$8.38M Buy
67,900
+23,500
+53% +$2.76M 0.06% 341
2019
Q1 		$4.85M Buy
44,400
+20,200
+83% +$2.12M 0.04% 360
2018
Q4 		$2.31M Buy
24,200
+8,800
+57% +$921K 0.03% 407
2018
Q3 		$1.64M Buy
15,400
+13,600
+756% +$1.41M 0.02% 477
2018
Q2 		$176K Buy
+1,800
New +$177K ﹤0.01% 592
2017
Q1 		– Sell
-9,600
Closed -$710K – 866
2016
Q4 		$710K Buy
+9,600
New +$665K 0.02% 505
2014
Q4 		– Sell
-39,600
Closed -$3.47M – 330
2014
Q3 		$3.47M Buy
+39,600
New +$3.57M 0.04% 248
2013
Q4 		– Sell
-48,300
Closed -$3.65M – 482
2013
Q3 		$3.65M Buy
48,300
+21,700
+82% +$1.63M 0.04% 240
2013
Q2 		$1.99M Buy
+26,600
New +$1.89M 0.02% 257

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capstone Investment Advisors's AXP Position: Q1 2026 in Review

Capstone Investment Advisors increased its American Express (AXP) stake by 384% in Q1 2026, buying an estimated $1.68M and bringing the position to 6,320 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Capstone Investment Advisors first reported a position in AXP in Q3 2013 and has held it in 30 quarters since. The position peaked at $9.88M in Q4 2021. 2,893 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capstone Investment Advisors held 6,320 shares of American Express worth $1.91M as of Q1 2026.
  • Capstone Investment Advisors bought 5,014 American Express shares in Q1 2026, an estimated $1.68M.
  • American Express made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #665 holding.
  • Capstone Investment Advisors first reported a position in American Express in Q3 2013 and has held it in 30 quarters since.
  • Capstone Investment Advisors's American Express position peaked at $9.88M in Q4 2021.
  • 2,893 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.