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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
Q2 		$203K Buy
+600
New +$192K 0.09% 154
2026
Q1 		– Sell
-600
Closed -$222K – 137
2025
Q4 		$222K Buy
+600
New +$215K 0.1% 134

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Family Advisors's AXP Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #154 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in AXP as recently as Q4 2025.

Pinnacle Family Advisors first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 3,004 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Pinnacle Family Advisors held 600 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new Pinnacle Family Advisors position in Q2 2026.
  • American Express made up 0.09% of Pinnacle Family Advisors's portfolio in Q2 2026, its #154 holding.
  • Pinnacle Family Advisors first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Family Advisors's American Express position peaked at $222K in Q4 2025.
  • 3,004 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.