This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AXP/capital-change-brief"
Use Arkolith's capital_change_brief for AXP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $45.9B | 151.6M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $12.7B | 41.9M | ▼−1.0% Reduced · −433K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $10.0B | 33.0M | ▲New +33.0M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $8.8B | 29.2M | ▼−0.8% Reduced · −237K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $6.1B | 20.4M | ▼−3.0% Reduced · −625K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $4.3B | 14.2M | ▲+11% Added · +1.5M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $3.9B | 12.8M | ▼−3.0% Reduced · −390K sh | Q1 2026 | |
| 8 | FMR LLC | $2.8B | 9.3M | ▲+10% Added · +856K sh | Q1 2026 | |
| 9 | Fisher Asset Management, LLC | $2.8B | 9.3M | ▲+2.5% Added · +227K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 8.0M | ▲New +8.0M sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $2.2B | 7.4M | ▼−6.3% Reduced · −496K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.1B | 7.0M | ▼−4.7% Reduced · −347K sh | Q1 2026 | |
| 13 | NORGES BANK | $2.5B | 6.7M | ▲+12% Added · +713K sh | Q4 2025 | |
| 14 | NORTHERN TRUST CORP | $1.9B | 6.3M | ▼−1.1% Reduced · −68K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $1.7B | 5.7M | ▲+5.8% Added · +312K sh | Q1 2026 | |
| 16 | Nuveen, LLC | $1.7B | 5.6M | ▲+8.1% Added · +418K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.6B | 5.2M | ▲+9.2% Added · +441K sh | Q1 2026 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6B | 5.1M | ▼−13% Reduced · −740K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $1.5B | 5.0M | ▲+5.7% Added · +270K sh | Q1 2026 | |
| 20 | Artisan Partners Limited Partnership | $1.4B | 4.6M | ▲+1.7% Added · +77K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.4B | 4.6M | ▲+42% Added · +1.4M sh | Q1 2026 | |
| 22 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $1.3B | 4.4M | ▼−15% Reduced · −804K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2B | 3.9M | ▲+1.6% Added · +60K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $1.2B | 3.9M | ▼−3.0% Reduced · −118K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $1.1B | 3.7M | ▲+7.7% Added · +261K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Wallace Noel R. | Director | Grant (A) | 109 | $36K |
| Jun 30, 2026 | Angelakis Michael J | Director | Grant (A) | 54 | $18K |
| Jun 30, 2026 | Baltimore Thomas J Jr | Director | Grant (A) | 109 | $36K |
| Jun 30, 2026 | Brennan John Joseph | Director | Grant (A) | 198 | $66K |
| Jun 30, 2026 | Majoras Deborah P | Director | Grant (A) | 54 | $18K |
| Jun 30, 2026 | PHILLIPS JR CHARLES E | Director | Grant (A) | 56 | $19K |
| Jun 30, 2026 | WARDELL LISA W | Director | Grant (A) | 112 | $38K |
| Jun 30, 2026 | Young Christopher David | Director | Grant (A) | 120 | $40K |
| Jun 15, 2026 | McNeal Glenda G | Chief Partner Officer | Sell (S) | 7K | $2.4M |
| May 5, 2026 | Angelakis Michael J | Director | Grant (A) | 742 | $0 |
| May 5, 2026 | Baltimore Thomas J Jr | Director | Grant (A) | 742 | $0 |
| May 5, 2026 | Brennan John Joseph | Director | Grant (A) | 742 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 642 funds | $343.0B |
| ALPHABET INC-CL AGOOGL | 639 funds | $244.9B |
| APPLE INCAAPL | 635 funds | $415.1B |
| AMAZON.COM INCAMZN | 633 funds | $258.3B |
| JPMORGAN CHASE & COJPM | 632 funds | $93.6B |
| NVIDIA CORPNVDA | 620 funds | $452.4B |
| META PLATFORMS INC-CLASS AMETA | 619 funds | $145.4B |
| VISA INC-CLASS A SHARESV | 618 funds | $79.8B |
| ALPHABET INC-CL CGOOG | 613 funds | $155.5B |
| ELI LILLY & COLLY | 611 funds | $91.6B |
| COSTCO WHOLESALE CORPCOST | 606 funds | $53.4B |
| BROADCOM INCAVGO | 605 funds | $179.8B |
Ranked by how many of AXP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AXP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.