Princeton Capital Management’s American Express AXP Stock Holding History

Princeton 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 Q3	$2.93M	Buy	9,620 +62	+0.6%	+$20.7K	0.63%	29
2026 Q2	$3.23M	Buy	9,558 +7,645	+400%	+$2.45M	0.73%	25
2026 Q1	$579K	Buy	1,913 +410	+27%	+$137K	0.16%	64
2025 Q4	$556K	Buy	1,503 +14	+0.9%	+$5.01K	0.14%	65
2025 Q3	$495K	Buy	1,489 +473	+47%	+$150K	0.13%	69
2025 Q2	$324K	Hold	1,016	–	–	0.1%	87
2025 Q1	$273K	Hold	1,016	–	–	0.1%	89
2024 Q4	$302K	Buy	1,016 +16	+2%	+$4.6K	0.09%	80
2024 Q3	$271K	Hold	1,000	–	–	0.09%	81
2024 Q2	$232K	Buy	1,000 +49	+5%	+$11.3K	0.08%	91
2024 Q1	$217K	Buy	+951	New	+$197K	0.08%	92
2023 Q2	–	Sell	-1,401	Closed	-$231K	–	94
2023 Q1	$231K	Sell	1,401 -300	-18%	-$49.8K	0.1%	86
2022 Q4	$251K	Buy	+1,701	New	+$252K	0.11%	82
2019 Q4	–	Sell	-1,015	Closed	-$120K	–	103
2019 Q3	$120K	Hold	1,015	–	–	0.06%	108
2019 Q2	$125K	Hold	1,015	–	–	0.06%	108
2019 Q1	$111K	Sell	1,015 -200	-16%	-$21K	0.06%	113
2018 Q4	$116K	Buy	1,215 +200	+20%	+$20.9K	0.07%	110
2018 Q3	$108K	Hold	1,015	–	–	0.04%	133
2018 Q2	$99K	Hold	1,015	–	–	0.04%	134
2018 Q1	$95K	Buy	+1,015	New	+$98.3K	0.04%	129
2015 Q1	–	Sell	-16,596	Closed	-$1.54M	–	89
2014 Q4	$1.54M	Sell	16,596 -2,064	-11%	-$185K	1.53%	26
2014 Q3	$1.63M	Sell	18,660 -1,076	-5%	-$96.9K	1.49%	31
2014 Q2	$1.87M	Buy	19,736 +83	+0.4%	+$7.48K	1.58%	21
2014 Q1	$1.77M	Sell	19,653 -504	-3%	-$45K	1.49%	23
2013 Q4	$1.83M	Buy	20,157 +127	+0.6%	+$10.4K	1.52%	19
2013 Q3	$1.51M	Sell	20,030 -487	-2%	-$36.6K	1.38%	35
2013 Q2	$1.53M	Buy	+20,517	New	+$1.46M	1.45%	27

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Princeton Capital Management's AXP Position: Q3 2026 in Review

Princeton Capital Management increased its American Express (AXP) stake by 0.65% in Q3 2026, buying an estimated $20.7K and bringing the position to 9,620 shares worth $2.93M. The position accounts for 0.63% of the portfolio, ranked #29.

Princeton Capital Management first reported a position in AXP in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.23M in Q2 2026. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Princeton Capital Management held 9,620 shares of American Express worth $2.93M as of Q3 2026.
Princeton Capital Management bought 62 American Express shares in Q3 2026, an estimated $20.7K.
American Express made up 0.63% of Princeton Capital Management's portfolio in Q3 2026, its #29 holding.
Princeton Capital Management first reported a position in American Express in Q2 2013 and has held it in 27 quarters since.
Princeton Capital Management's American Express position peaked at $3.23M in Q2 2026.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Princeton Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.