Pointe Capital Management’s American Express AXP Stock Holding History

Pointe Capital 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	$211K	Hold	699	–	–	0.1%	151
2025 Q4	$259K	Hold	699	–	–	0.13%	131
2025 Q3	$232K	Hold	699	–	–	0.11%	144
2025 Q2	$223K	Buy	+699	New	+$197K	0.12%	146
2025 Q1	–	Sell	-699	Closed	-$207K	–	155
2024 Q4	$207K	Buy	+699	New	+$201K	0.12%	156
2023 Q2	–	Sell	-619	Closed	-$102K	–	166
2023 Q1	$102K	Buy	+619	New	+$103K	0.07%	187

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

Pointe Capital Management's AXP Position: Q1 2026 in Review

Pointe Capital Management held its American Express (AXP) position steady in Q1 2026 at 699 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #151.

Pointe Capital Management first reported a position in AXP in Q1 2023 and has held it in 6 quarters since. The position peaked at $259K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Pointe Capital Management held 699 shares of American Express worth $211K as of Q1 2026.
Pointe Capital Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.1% of Pointe Capital Management's portfolio in Q1 2026, its #151 holding.
Pointe Capital Management first reported a position in American Express in Q1 2023 and has held it in 6 quarters since.
Pointe Capital Management's American Express position peaked at $259K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.