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Pinnacle Wealth Management’s American Express AXP Stock Holding History

Pinnacle Wealth Management’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
-7,966
Closed -$2.95M – 27
2025
Q4 		$2.95M Buy
7,966
+110
+1% +$39.4K 1.98% 14
2025
Q3 		$2.61M Sell
7,856
-1,034
-12% -$329K 1.76% 20
2025
Q2 		$2.84M Buy
8,890
+7,635
+608% +$2.15M 2.37% 13
2025
Q1 		$338K Sell
1,255
-7,209
-85% -$2.13M 0.38% 59
2024
Q4 		$2.51M Sell
8,464
-82
-1% -$23.6K 2.8% 13
2024
Q3 		$2.32M Sell
8,546
-236
-3% -$58.8K 2.77% 18
2024
Q2 		$2.03M Buy
8,782
+301
+4% +$69.7K 2.54% 19
2024
Q1 		$1.93M Buy
+8,481
New +$1.76M 2.01% 22
2023
Q4 		– Sell
-9,562
Closed -$1.43M – 33
2023
Q3 		$1.43M Sell
9,562
-580
-6% -$94.9K 1.73% 32
2023
Q2 		$1.77M Buy
+10,142
New +$1.64M 1.78% 23
2022
Q4 		$1.7M Sell
11,510
-591
-5% -$87.6K 2.05% 15
2022
Q3 		$1.63M Buy
12,101
+250
+2% +$37.8K 1.98% 26
2022
Q2 		$1.64M Buy
11,851
+499
+4% +$82.4K 2.31% 27
2022
Q1 		$2.12M Sell
11,352
-1,272
-10% -$230K 2.48% 16
2021
Q4 		$2.06M Buy
+12,624
New +$2.15M 1.77% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Pinnacle Wealth Management's AXP Position: Q1 2026 in Review

Pinnacle Wealth Management sold out of American Express (AXP) in Q1 2026, closing a stake of 7,966 shares — an estimated $2.95M sold.

Pinnacle Wealth Management first reported a position in AXP in Q4 2021 and held it in 15 quarters. The position peaked at $2.95M in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Pinnacle Wealth Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management sold 7,966 American Express shares in Q1 2026, an estimated $2.95M.
  • Pinnacle Wealth Management first reported a position in American Express in Q4 2021 and held it in 15 quarters.
  • Pinnacle Wealth Management's American Express position peaked at $2.95M in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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