Pin Oak Investment Advisors’s American Express AXP Stock Holding History

Pin Oak 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 Q2	$1K	Buy	+3	New	+$961	﹤0.01%	495
2024 Q1	–	Sell	-168	Closed	-$31K	–	456
2023 Q4	$31K	Hold	168	–	–	0.03%	213
2023 Q3	$25K	Sell	168 -220	-57%	-$36K	0.03%	222
2023 Q2	$68K	Hold	388	–	–	0.08%	142
2023 Q1	$64K	Buy	+388	New	+$64.4K	0.08%	141
2022 Q2	–	Sell	-93	Closed	-$17K	–	410
2022 Q1	$17K	Hold	93	–	–	0.02%	275
2021 Q4	$15K	Hold	93	–	–	0.02%	286
2021 Q3	$16K	Sell	93 -84	-47%	-$14K	0.02%	267
2021 Q2	$29K	Hold	177	–	–	0.03%	208
2021 Q1	$25K	Hold	177	–	–	0.02%	230
2020 Q4	$21K	Buy	177 +93	+111%	+$10.3K	0.02%	259
2020 Q3	$8K	Hold	84	–	–	0.01%	317
2020 Q2	$8K	Hold	84	–	–	0.01%	306
2020 Q1	$7K	Hold	84	–	–	0.01%	317
2019 Q4	$10K	Hold	84	–	–	0.01%	317
2019 Q3	$10K	Hold	84	–	–	0.01%	323
2019 Q2	$10K	Hold	84	–	–	0.01%	352
2019 Q1	$9K	Hold	84	–	–	0.01%	335
2018 Q4	$8K	Hold	84	–	–	0.01%	335
2018 Q3	$9K	Hold	84	–	–	0.01%	321
2018 Q2	$8K	Hold	84	–	–	0.01%	332
2018 Q1	$8K	Hold	84	–	–	0.01%	337
2017 Q4	$8K	Buy	+84	New	+$8K	0.01%	346

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Pin Oak Investment Advisors's AXP Position: Q2 2026 in Review

Pin Oak Investment Advisors opened a new position in American Express (AXP) in Q2 2026: 3 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Pin Oak Investment Advisors previously reported a position in AXP as recently as Q4 2023.

Pin Oak Investment Advisors first reported a position in AXP in Q4 2017 and has held it in 23 quarters since. The position peaked at $68K in Q2 2023. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Pin Oak Investment Advisors held 3 shares of American Express worth $1K as of Q2 2026.
American Express was a new Pin Oak Investment Advisors position in Q2 2026.
American Express made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #495 holding.
Pin Oak Investment Advisors first reported a position in American Express in Q4 2017 and has held it in 23 quarters since.
Pin Oak Investment Advisors's American Express position peaked at $68K in Q2 2023.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.