Pinnacle West Asset Management’s American Express AXP Stock Holding History

Pinnacle West Asset 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 Q2	–	Sell	-1,000	Closed	-$302K	–	106
2026 Q1	$302K	Hold	1,000	–	–	0.21%	98
2025 Q4	$370K	Hold	1,000	–	–	0.24%	86
2025 Q3	$332K	Hold	1,000	–	–	0.22%	91
2025 Q2	$319K	Hold	1,000	–	–	0.22%	90
2025 Q1	$269K	Hold	1,000	–	–	0.19%	104
2024 Q4	$297K	Hold	1,000	–	–	0.21%	93
2024 Q3	$271K	Hold	1,000	–	–	0.19%	99
2024 Q2	$232K	Hold	1,000	–	–	0.18%	98
2024 Q1	$228K	Buy	+1,000	New	+$207K	0.18%	99

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Pinnacle West Asset Management's AXP Position: Q2 2026 in Review

Pinnacle West Asset Management sold out of American Express (AXP) in Q2 2026, closing a stake of 1,000 shares — an estimated $302K sold.

Pinnacle West Asset Management first reported a position in AXP in Q1 2024 and held it in 9 quarters. The position peaked at $370K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Pinnacle West Asset Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Pinnacle West Asset Management sold 1,000 American Express shares in Q2 2026, an estimated $302K.
Pinnacle West Asset Management first reported a position in American Express in Q1 2024 and held it in 9 quarters.
Pinnacle West Asset Management's American Express position peaked at $370K in Q4 2025.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.