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 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 $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 West Asset Management's AXP Position: Q1 2026 in Review

Pinnacle West Asset Management held its American Express (AXP) position steady in Q1 2026 at 1,000 shares worth $302K. The position accounts for 0.21% of the portfolio, ranked #98.

Pinnacle West Asset Management first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $370K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pinnacle West Asset Management held 1,000 shares of American Express worth $302K as of Q1 2026.
Pinnacle West Asset Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.21% of Pinnacle West Asset Management's portfolio in Q1 2026, its #98 holding.
Pinnacle West Asset Management first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
Pinnacle West Asset Management's American Express position peaked at $370K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.