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 		$13.4M Buy
44,300
+11,600
+35% +$3.89M 0.02% 243
2025
Q4 		$12.1M Sell
32,700
-53,000
-62% -$19M 0.02% 239
2025
Q3 		$28.5M Buy
85,700
+34,200
+66% +$10.9M 0.05% 156
2025
Q2 		$16.4M Sell
51,500
-21,100
-29% -$5.94M 0.04% 172
2025
Q1 		$19.5M Sell
72,600
-55,500
-43% -$16.4M 0.05% 174
2024
Q4 		$38M Buy
128,100
+45,400
+55% +$13M 0.09% 129
2024
Q3 		$22.4M Sell
82,700
-33,500
-29% -$8.34M 0.07% 168
2024
Q2 		$26.9M Buy
116,200
+4,400
+4% +$1.02M 0.08% 150
2024
Q1 		$25.5M Sell
111,800
-96,300
-46% -$20M 0.09% 140
2023
Q4 		$39M Buy
208,100
+129,000
+163% +$20.8M 0.12% 124
2023
Q3 		$11.8M Buy
79,100
+23,800
+43% +$3.89M 0.05% 246
2023
Q2 		$9.63M Buy
55,300
+13,200
+31% +$2.13M 0.05% 256
2023
Q1 		$6.94M Sell
42,100
-26,600
-39% -$4.41M 0.04% 298
2022
Q4 		$10.2M Buy
68,700
+4,800
+8% +$711K 0.07% 226
2022
Q3 		$8.62M Sell
63,900
-11,800
-16% -$1.79M 0.05% 260
2022
Q2 		$10.5M Sell
75,700
-235,600
-76% -$38.9M 0.05% 251
2022
Q1 		$58.2M Sell
311,300
-425,200
-58% -$76.8M 0.16% 91
2021
Q4 		$120M Buy
736,500
+171,700
+30% +$29.3M 0.2% 91
2021
Q3 		$94.6M Sell
564,800
-38,300
-6% -$6.4M 0.19% 104
2021
Q2 		$99.7M Buy
603,100
+89,800
+17% +$14.1M 0.23% 94
2021
Q1 		$72.6M Buy
513,300
+188,400
+58% +$24.9M 0.21% 95
2020
Q4 		$39.3M Buy
324,900
+145,300
+81% +$16.1M 0.13% 122
2020
Q3 		$18M Buy
179,600
+22,900
+15% +$2.25M 0.09% 192
2020
Q2 		$14.9M Buy
156,700
+17,600
+13% +$1.62M 0.1% 176
2020
Q1 		$11.9M Sell
139,100
-156,600
-53% -$18.2M 0.19% 109
2019
Q4 		$36.8M Buy
295,700
+51,600
+21% +$6.17M 0.2% 116
2019
Q3 		$28.9M Buy
244,100
+32,700
+15% +$4.01M 0.2% 108
2019
Q2 		$26.1M Buy
211,400
+112,800
+114% +$13.2M 0.19% 118
2019
Q1 		$10.8M Buy
98,600
+36,800
+60% +$3.87M 0.1% 198
2018
Q4 		$5.89M Buy
61,800
+16,400
+36% +$1.72M 0.07% 215
2018
Q3 		$4.83M Buy
45,400
+28,100
+162% +$2.92M 0.06% 257
2018
Q2 		$1.7M Buy
+17,300
New +$1.7M 0.03% 305
2014
Q4 		– Sell
-13,700
Closed -$1.2M – 331
2014
Q3 		$1.2M Buy
+13,700
New +$1.23M 0.01% 322
2013
Q4 		– Sell
-8,000
Closed -$604K – 484
2013
Q3 		$604K Buy
+8,000
New +$602K 0.01% 452

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. 2,891 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.
  • 2,891 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.