Tradewinds Capital Management’s American Express AXP Stock Holding History

Tradewinds 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 Q2	$53.4K	Hold	158	–	–	0.01%	209
2026 Q1	$47.8K	Hold	158	–	–	0.01%	222
2025 Q4	$58.5K	Hold	158	–	–	0.01%	196
2025 Q3	$52.5K	Hold	158	–	–	0.01%	197
2025 Q2	$50.4K	Hold	158	–	–	0.01%	192
2025 Q1	$42.5K	Sell	158 -5	-3%	-$1.48K	0.01%	206
2024 Q4	$48.4K	Buy	163 +5	+3%	+$1.44K	0.01%	205
2024 Q3	$42.9K	Hold	158	–	–	0.01%	196
2024 Q2	$36.6K	Buy	158 +8	+5%	+$1.85K	0.01%	199
2024 Q1	$34.2K	Hold	150	–	–	0.01%	192
2023 Q4	$28.1K	Hold	150	–	–	0.01%	166
2023 Q3	$22.4K	Hold	150	–	–	0.01%	175
2023 Q2	$26.1K	Hold	150	–	–	0.01%	161
2023 Q1	$24.7K	Hold	150	–	–	0.01%	166
2022 Q4	$22.2K	Hold	150	–	–	0.01%	152
2022 Q3	$20K	Hold	150	–	–	0.01%	154
2022 Q2	$21K	Sell	150 -558	-79%	-$92.2K	0.01%	153
2022 Q1	$132K	Buy	708 +75	+12%	+$13.5K	0.02%	154
2021 Q4	$103K	Buy	633 +1	+0.2%	+$171	0.02%	174
2021 Q3	$106K	Hold	632	–	–	0.02%	158
2021 Q2	$104K	Hold	632	–	–	0.02%	161
2021 Q1	$89K	Hold	632	–	–	0.02%	164
2020 Q4	$76K	Sell	632 -299	-32%	-$33.1K	0.02%	176
2020 Q3	$93K	Hold	931	–	–	0.02%	142
2020 Q2	$89K	Buy	931 +1	+0.1%	+$92	0.02%	142
2020 Q1	$80K	Sell	930 -12	-1%	-$1.4K	0.03%	143
2019 Q4	$117K	Buy	942 +86	+10%	+$10.3K	0.04%	132
2019 Q3	$101K	Buy	856 +136	+19%	+$16.7K	0.04%	121
2019 Q2	$89K	Hold	720	–	–	0.04%	125
2019 Q1	$79K	Buy	720 +1	+0.1%	+$105	0.03%	156
2018 Q4	$69K	Hold	719	–	–	0.03%	155
2018 Q3	$77K	Hold	719	–	–	0.03%	166
2018 Q2	$70K	Buy	719 +1	+0.1%	+$98	0.03%	175
2018 Q1	$67K	Buy	718 +300	+72%	+$29.1K	0.03%	175
2017 Q4	$41K	Buy	418 +1	+0.2%	+$95	0.02%	225
2017 Q3	$38K	Hold	417	–	–	0.02%	231
2017 Q2	$35K	Buy	417 +301	+259%	+$23.8K	0.02%	233
2017 Q1	$9K	Buy	116 +26	+29%	+$2.03K	0.01%	403
2016 Q4	$7K	Hold	90	–	–	﹤0.01%	404
2016 Q3	$6K	Hold	90	–	–	﹤0.01%	416
2016 Q2	$5K	Sell	90 -168	-65%	-$10.6K	﹤0.01%	436
2016 Q1	$16K	Sell	258 -175	-40%	-$10.2K	0.01%	338
2015 Q4	$30K	Hold	433	–	–	0.02%	265
2015 Q3	$32K	Hold	433	–	–	0.03%	245
2015 Q2	$34K	Hold	433	–	–	0.02%	263
2015 Q1	$34K	Sell	433 -210	-33%	-$17.4K	0.03%	244
2014 Q4	$60K	Hold	643	–	–	0.04%	191
2014 Q3	$56K	Hold	643	–	–	0.04%	197
2014 Q2	$61K	Hold	643	–	–	0.05%	196
2014 Q1	$58K	Hold	643	–	–	0.05%	204
2013 Q4	$58K	Buy	+643	New	+$52.8K	0.05%	195

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

Tradewinds Capital Management's AXP Position: Q2 2026 in Review

Tradewinds Capital Management held its American Express (AXP) position steady in Q2 2026 at 158 shares worth $53.4K. The position accounts for 0.01% of the portfolio, ranked #209.

Tradewinds Capital Management first reported a position in AXP in Q4 2013 and has held it in 51 quarters since. The position peaked at $132K in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Tradewinds Capital Management held 158 shares of American Express worth $53.4K as of Q2 2026.
Tradewinds Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #209 holding.
Tradewinds Capital Management first reported a position in American Express in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's American Express position peaked at $132K in Q1 2022.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.