Pinnacle Family Advisors’s American Express AXP Stock Holding History

Pinnacle Family 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	–	Sell	-600	Closed	-$222K	–	137
2025 Q4	$222K	Buy	+600	New	+$215K	0.1%	134

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Family Advisors's AXP Position: Q1 2026 in Review

Pinnacle Family Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 600 shares — an estimated $222K sold.

Pinnacle Family Advisors first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pinnacle Family Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 600 American Express shares in Q1 2026, an estimated $222K.
Pinnacle Family Advisors first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Pinnacle Family Advisors's American Express position peaked at $222K in Q4 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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