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Prime Capital Investment Advisors’s American Express AXP Stock Holding History

Prime Capital Investment Advisors’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 		$19.8M Sell
65,494
-2,760
-4% -$925K 0.23% 90
2025
Q4 		$25.3M Sell
68,254
-679
-1% -$243K 0.31% 67
2025
Q3 		$22.9M Buy
68,933
+2,395
+4% +$762K 0.29% 68
2025
Q2 		$21.2M Sell
66,538
-5,472
-8% -$1.54M 0.28% 68
2025
Q1 		$19.4M Buy
72,010
+14,650
+26% +$4.33M 0.23% 83
2024
Q4 		$17M Buy
57,360
+3,160
+6% +$908K 0.25% 78
2024
Q3 		$14.7M Buy
54,200
+121
+0.2% +$30.1K 0.21% 85
2024
Q2 		$12.5M Sell
54,079
-6,311
-10% -$1.46M 0.19% 96
2024
Q1 		$13.8M Buy
60,390
+6,830
+13% +$1.42M 0.19% 98
2023
Q4 		$10M Sell
53,560
-9,412
-15% -$1.52M 0.15% 120
2023
Q3 		$9.39M Sell
62,972
-2,333
-4% -$382K 0.19% 101
2023
Q2 		$11.4M Buy
65,305
+13,859
+27% +$2.24M 0.22% 94
2023
Q1 		$8.49M Buy
51,446
+20,349
+65% +$3.38M 0.35% 66
2022
Q4 		$4.59M Buy
31,097
+19,572
+170% +$2.9M 0.17% 110
2022
Q3 		$1.55M Buy
+11,525
New +$1.74M 0.09% 143
2020
Q2 		– Sell
-587
Closed -$50K – 461
2020
Q1 		$50K Buy
587
+30
+5% +$3.49K 0.01% 285
2019
Q4 		$69K Sell
557
-2
-0.4% -$239 0.01% 275
2019
Q3 		$66K Buy
+559
New +$68.5K 0.01% 280
2019
Q2 		– Sell
-222
Closed -$24K – 352
2019
Q1 		$24K Buy
222
+50
+29% +$5.25K 0.01% 226
2018
Q4 		$16K Buy
+172
New +$18K 0.01% 232

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Prime Capital Investment Advisors's AXP Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its American Express (AXP) stake by 4% in Q1 2026, selling an estimated $925K and leaving 65,494 shares worth $19.8M. The position accounts for 0.23% of the portfolio, ranked #90.

Prime Capital Investment Advisors first reported a position in AXP in Q4 2018 and has held it in 20 quarters since. The position peaked at $25.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Prime Capital Investment Advisors held 65,494 shares of American Express worth $19.8M as of Q1 2026.
  • Prime Capital Investment Advisors sold 2,760 American Express shares in Q1 2026, an estimated $925K.
  • American Express made up 0.23% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Prime Capital Investment Advisors first reported a position in American Express in Q4 2018 and has held it in 20 quarters since.
  • Prime Capital Investment Advisors's American Express position peaked at $25.3M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.