Ownership history in Pinnacle Wealth Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Pinnacle Wealth Management, LLC reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,966 | +110 | +1.4% | 1.98% | $2.9M | $369.13 |
| 2025 Q3 | REDUCED | 7,856 | -1,034 | -11.6% | 1.76% | $2.6M | $330.59 |
| 2025 Q2 | ADDED | 8,890 | +7,635 | +608.4% | 2.37% | $2.8M | $316.67 |
| 2025 Q1 | REDUCED | 1,255 | -7,209 | -85.2% | 0.38% | $338K | $266.22 |
| 2024 Q4 | REDUCED | 8,464 | -82 | -1.0% | 2.80% | $2.5M | $292.98 |
| 2024 Q3 | REDUCED | 8,546 | -236 | -2.7% | 2.77% | $2.3M | $267.02 |
| 2024 Q2 | ADDED | 8,782 | +301 | +3.5% | 2.54% | $2.0M | $227.30 |
| 2024 Q1 | REDUCED | 8,481 | -1,081 | -11.3% | 2.01% | $1.9M | $222.82 |
| 2023 Q3 | REDUCED | 9,562 | -580 | -5.7% | 1.73% | $1.4M | $144.93 |
| 2023 Q2 | REDUCED | 10,142 | -1,368 | -11.9% | 1.78% | $1.8M | $168.65 |
As of 2025 Q4 — sorted by position size