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Pinnacle Wealth Management, LLC

SEC CIK
0001911464
Latest filing
Jul 22, 2026

AXP holding history

American Express Co in every 13F filed by Pinnacle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q4 2021
Holdings of AXP by Pinnacle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,966−100.0%Sold outHolders
Q4 20257,966$2.95M2.0%+110+1.4%AddedHolders
Q3 20257,856$2.61M1.8%−1,034−11.6%ReducedHolders
Q2 20258,890$2.84M2.4%+7,635+608.4%AddedHolders
Q1 20251,255$337.7K0.4%−7,209−85.2%ReducedHolders
Q4 20248,464$2.51M2.8%−82−1.0%ReducedHolders
Q3 20248,546$2.32M2.8%−236−2.7%ReducedHolders
Q2 20248,782$2.03M2.5%+301+3.5%AddedHolders
Q1 20248,481$1.93M2.0%+8,481NewHolders
Q4 20230$00.0%−9,562−100.0%Sold outHolders
Q3 20239,562$1.43M1.7%−580−5.7%ReducedHolders
Q2 202310,142$1.77M1.8%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202211,510$1.70M2.0%−591−4.9%ReducedHolders
Q3 202212,101$1.63M2.0%+250+2.1%AddedHolders
Q2 202211,851$1.64M2.3%+499+4.4%AddedHolders
Q1 202211,352$2.12M2.5%−1,272−10.1%ReducedHolders
Q4 202112,624$2.06M1.8%–No prior filingHolders