Pinnacle Wealth Planning Services’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $792K | Buy |
2,620
+178
| +7% | +$59.7K | 0.08% | 133 |
|
|
2025
Q4 | $903K | Sell |
2,442
-268
| -10% | -$95.9K | 0.09% | 114 |
|
|
2025
Q3 | $900K | Sell |
2,710
-38
| -1% | -$12.1K | 0.11% | 113 |
|
|
2025
Q2 | $877K | Buy |
2,748
+8
| +0.3% | +$2.25K | 0.12% | 105 |
|
|
2025
Q1 | $737K | Sell |
2,740
-72
| -3% | -$21.3K | 0.11% | 108 |
|
|
2024
Q4 | $835K | Sell |
2,812
-1,218
| -30% | -$350K | 0.13% | 96 |
|
|
2024
Q3 | $1.09M | Sell |
4,030
-257
| -6% | -$64K | 0.15% | 92 |
|
|
2024
Q2 | $993K | Sell |
4,287
-300
| -7% | -$69.5K | 0.14% | 93 |
|
|
2024
Q1 | $1.04M | Sell |
4,587
-6
| -0.1% | -$1.24K | 0.15% | 96 |
|
|
2023
Q4 | $860K | Sell |
4,593
-100
| -2% | -$16.1K | 0.14% | 105 |
|
|
2023
Q3 | $700K | Sell |
4,693
-184
| -4% | -$30.1K | 0.12% | 114 |
|
|
2023
Q2 | $850K | Sell |
4,877
-186
| -4% | -$30K | 0.14% | 102 |
|
|
2023
Q1 | $835K | Sell |
5,063
-81
| -2% | -$13.4K | 0.14% | 110 |
|
|
2022
Q4 | $760K | Buy |
5,144
+696
| +16% | +$103K | 0.14% | 106 |
|
|
2022
Q3 | $600K | Buy |
4,448
+190
| +4% | +$28.8K | 0.11% | 117 |
|
|
2022
Q2 | $590K | Sell |
4,258
-239
| -5% | -$39.5K | 0.11% | 129 |
|
|
2022
Q1 | $841K | Buy |
4,497
+93
| +2% | +$16.8K | 0.15% | 107 |
|
|
2021
Q4 | $721K | Buy |
4,404
+96
| +2% | +$16.4K | 0.14% | 107 |
|
|
2021
Q3 | $722K | Buy |
4,308
+26
| +0.6% | +$4.35K | 0.16% | 99 |
|
|
2021
Q2 | $708K | Sell |
4,282
-13
| -0.3% | -$2.04K | 0.16% | 97 |
|
|
2021
Q1 | $607K | Buy |
4,295
+456
| +12% | +$60.3K | 0.16% | 102 |
|
|
2020
Q4 | $464K | Sell |
3,839
-1,024
| -21% | -$113K | 0.11% | 122 |
|
|
2020
Q3 | $488K | Buy |
4,863
+459
| +10% | +$45.2K | 0.16% | 101 |
|
|
2020
Q2 | $419K | Buy |
4,404
+1,543
| +54% | +$142K | 0.14% | 123 |
|
|
2020
Q1 | $244K | Sell |
2,861
-768
| -21% | -$89.4K | 0.12% | 161 |
|
|
2019
Q4 | $451K | Buy |
3,629
+660
| +22% | +$78.9K | 0.21% | 104 |
|
|
2019
Q3 | $351K | Buy |
2,969
+805
| +37% | +$98.7K | 0.19% | 104 |
|
|
2019
Q2 | $267K | Buy |
2,164
+167
| +8% | +$19.6K | 0.16% | 130 |
|
|
2019
Q1 | $218K | Sell |
1,997
-504
| -20% | -$53K | 0.15% | 137 |
|
|
2018
Q4 | $238K | Sell |
2,501
-140
| -5% | -$14.6K | 0.15% | 112 |
|
|
2018
Q3 | $281K | Buy |
2,641
+26
| +1% | +$2.7K | 0.26% | 127 |
|
|
2018
Q2 | $256K | Buy |
2,615
+116
| +5% | +$11.4K | 0.25% | 130 |
|
|
2018
Q1 | $234K | Buy |
+2,499
| New | +$242K | 0.24% | 141 |
|
Other funds holding AXP
VCM
VPM
Pinnacle Wealth Planning Services's AXP Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its American Express (AXP) stake by 7.3% in Q1 2026, buying an estimated $59.7K and bringing the position to 2,620 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #133.
Pinnacle Wealth Planning Services first reported a position in AXP in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.09M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Pinnacle Wealth Planning Services held 2,620 shares of American Express worth $792K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 178 American Express shares in Q1 2026, an estimated $59.7K.
- American Express made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #133 holding.
- Pinnacle Wealth Planning Services first reported a position in American Express in Q1 2018 and has held it in 33 quarters since.
- Pinnacle Wealth Planning Services's American Express position peaked at $1.09M in Q3 2024.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.