Pinnacle Wealth Management Advisory Group’s American Express AXP Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$7.26M	Sell	23,994 -1,279	-5%	-$429K	0.5%	45
2025 Q4	$9.35M	Sell	25,273 -241	-0.9%	-$86.2K	0.64%	35
2025 Q3	$8.47M	Buy	25,514 +789	+3%	+$251K	0.64%	37
2025 Q2	$7.89M	Buy	24,725 +334	+1%	+$94K	0.65%	37
2025 Q1	$6.56M	Buy	24,391 +867	+4%	+$256K	0.61%	37
2024 Q4	$6.98M	Sell	23,524 -181	-0.8%	-$52K	0.65%	33
2024 Q3	$6.43M	Buy	23,705 +377	+2%	+$93.9K	0.61%	37
2024 Q2	$5.4M	Buy	23,328 +15	+0.1%	+$3.47K	0.56%	41
2024 Q1	$5.31M	Sell	23,313 -84	-0.4%	-$17.4K	0.57%	39
2023 Q4	$4.38M	Sell	23,397 -69	-0.3%	-$11.1K	0.51%	46
2023 Q3	$3.5M	Sell	23,466 -657	-3%	-$107K	0.45%	56
2023 Q2	$4.2M	Sell	24,123 -1,131	-4%	-$182K	0.52%	47
2023 Q1	$4.17M	Buy	25,254 +215	+0.9%	+$35.7K	0.56%	47
2022 Q4	$3.7M	Buy	25,039 +859	+4%	+$127K	0.56%	48
2022 Q3	$3.26M	Sell	24,180 -2,590	-10%	-$392K	0.54%	50
2022 Q2	$3.71M	Buy	26,770 +189	+0.7%	+$31.2K	0.6%	48
2022 Q1	$4.97M	Buy	26,581 +563	+2%	+$102K	0.72%	34
2021 Q4	$4.26M	Buy	26,018 +14,434	+125%	+$2.46M	0.7%	36
2021 Q3	$1.94M	Sell	11,584 -185	-2%	-$30.9K	0.45%	60
2021 Q2	$1.95M	Buy	11,769 +215	+2%	+$33.7K	0.46%	57
2021 Q1	$1.63M	Sell	11,554 -1,765	-13%	-$233K	0.46%	56
2020 Q4	$1.61M	Sell	13,319 -2,040	-13%	-$226K	0.49%	56
2020 Q3	$1.54M	Sell	15,359 -965	-6%	-$94.9K	0.54%	51
2020 Q2	$1.55M	Buy	16,324 +486	+3%	+$44.7K	0.58%	48
2020 Q1	$1.36M	Buy	15,838 +845	+6%	+$98.3K	0.66%	39
2019 Q4	$1.87M	Buy	14,993 +65	+0.4%	+$7.77K	0.7%	38
2019 Q3	$1.77M	Buy	14,928 +225	+2%	+$27.6K	0.74%	39
2019 Q2	$1.81M	Sell	14,703 -480	-3%	-$56.4K	0.77%	35
2019 Q1	$1.66M	Buy	15,183 +1,010	+7%	+$106K	0.75%	38
2018 Q4	$1.35M	Sell	14,173 -195	-1%	-$20.4K	0.73%	39
2018 Q3	$1.53M	Sell	14,368 -150	-1%	-$15.6K	0.76%	37
2018 Q2	$1.42M	Buy	14,518 +1,025	+8%	+$101K	0.77%	35
2018 Q1	$1.26M	Sell	13,493 -800	-6%	-$77.5K	0.71%	42
2017 Q4	$1.42M	Sell	14,293 -155	-1%	-$14.8K	0.78%	36
2017 Q3	$1.31M	Buy	14,448 +150	+1%	+$12.9K	0.76%	38
2017 Q2	$1.2M	Buy	14,298 +498	+4%	+$39.4K	0.75%	44
2017 Q1	$1.09M	Sell	13,800 -390	-3%	-$30.5K	0.75%	43
2016 Q4	$1.05M	Buy	+14,190	New	+$982K	0.75%	45
2015 Q2	–	Sell	-6,200	Closed	-$484K	–	101
2015 Q1	$484K	Sell	6,200 -100	-2%	-$8.31K	0.43%	66
2014 Q4	$586K	Buy	+6,300	New	+$565K	0.55%	60

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 Wealth Management Advisory Group's AXP Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its American Express (AXP) stake by 5.1% in Q1 2026, selling an estimated $429K and leaving 23,994 shares worth $7.26M. The position accounts for 0.5% of the portfolio, ranked #45.

Pinnacle Wealth Management Advisory Group first reported a position in AXP in Q4 2014 and has held it in 40 quarters since. The position peaked at $9.35M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 23,994 shares of American Express worth $7.26M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 1,279 American Express shares in Q1 2026, an estimated $429K.
American Express made up 0.5% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #45 holding.
Pinnacle Wealth Management Advisory Group first reported a position in American Express in Q4 2014 and has held it in 40 quarters since.
Pinnacle Wealth Management Advisory Group's American Express position peaked at $9.35M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.