Capital Investment Advisors, LLC / AXP
Capital Investment Advisors, LLC’s American Express Co Position
Does Capital Investment Advisors, LLC own American Express Co (AXP)? Yes — 171.4K shares worth $52M (+0.76% of its 13F portfolio) as of Q1 2026, up from 152.8K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
171.4K
% of Portfolio
+0.76%
Quarters Held
30
currently held
Position History AXP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 171.4K | $52M | +0.76% |
| Q4 2025 | 152.8K | $57M | +0.86% |
| Q3 2025 | 149.6K | $50M | +0.82% |
| Q2 2025 | 159.8K | $51M | +0.90% |
| Q1 2025 | 105.3K | $28M | +0.55% |
| Q4 2024 | 109.9K | $33M | +0.66% |
| Q3 2024 | 106.6K | $29M | +0.60% |
| Q2 2024 | 110.7K | $26M | +0.58% |
| Q1 2024 | 106.8K | $24M | +0.57% |
| Q4 2023 | 122.6K | $23M | +0.58% |
| Q3 2023 | 115.7K | $17M | +0.48% |
| Q2 2023 | 3.6K | $632,530 | +0.02% |
| Q1 2023 | 3.5K | $581,716 | +0.02% |
| Q4 2022 | 4.4K | $646 | +0.02% |
| Q3 2022 | 3.5K | $469,000 | +0.02% |
| Q2 2022 | 4.6K | $641,000 | +0.02% |
| Q1 2022 | 6.0K | $1M | +0.03% |
| Q4 2021 | 6.3K | $1M | +0.03% |
| Q3 2021 | 6.3K | $1M | +0.04% |
| Q2 2021 | 6.1K | $1M | +0.03% |
| Q1 2021 | 6.0K | $842,000 | +0.03% |
| Q4 2020 | 5.9K | $710,000 | +0.03% |
| Q3 2020 | 6.0K | $601,000 | +0.03% |
| Q2 2020 | 6.1K | $576,000 | +0.03% |
| Q1 2020 | 5.4K | $466,000 | +0.03% |
| Q4 2019 | 5.9K | $729,000 | +0.03% |
| Q3 2019 | 6.1K | $724,000 | +0.04% |
| Q2 2019 | 6.2K | $769,000 | +0.04% |
| Q1 2019 | 6.1K | $668,000 | +0.04% |
| Q4 2018 | 6.4K | $613,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of AXP.