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Gerber Kawasaki Wealth & Investment Management’s American Express AXP Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.53M Buy
4,534
+119
+3% +$38.1K 0.04% 140
2026
Q1 		$1.34M Sell
4,415
-50
-1% -$16.8K 0.04% 143
2025
Q4 		$1.65M Buy
4,465
+171
+4% +$61.2K 0.06% 125
2025
Q3 		$1.43M Buy
4,294
+179
+4% +$56.9K 0.05% 131
2025
Q2 		$1.31M Buy
4,115
+846
+26% +$238K 0.05% 132
2025
Q1 		$880K Buy
3,269
+139
+4% +$41.1K 0.04% 151
2024
Q4 		$929K Buy
3,130
+285
+10% +$81.9K 0.04% 144
2024
Q3 		$772K Buy
2,845
+764
+37% +$190K 0.04% 148
2024
Q2 		$482K Buy
2,081
+171
+9% +$39.6K 0.02% 175
2024
Q1 		$435K Buy
1,910
+31
+2% +$6.43K 0.02% 185
2023
Q4 		$352K Buy
1,879
+25
+1% +$4.02K 0.02% 191
2023
Q3 		$277K Sell
1,854
-77
-4% -$12.6K 0.02% 206
2023
Q2 		$336K Buy
1,931
+1
+0.1% +$161 0.02% 189
2023
Q1 		$318K Sell
1,930
-85
-4% -$14.1K 0.03% 193
2022
Q4 		$298K Buy
2,015
+49
+2% +$7.26K 0.03% 198
2022
Q3 		$265K Buy
1,966
+364
+23% +$55.1K 0.02% 190
2022
Q2 		$222K Buy
1,602
+122
+8% +$20.2K 0.02% 218
2022
Q1 		$276K Sell
1,480
-196
-12% -$35.4K 0.02% 214
2021
Q4 		$274K Buy
1,676
+384
+30% +$65.5K 0.02% 223
2021
Q3 		$216K Buy
+1,292
New +$216K 0.03% 175

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gerber Kawasaki Wealth & Investment Management's AXP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its American Express (AXP) stake by 2.7% in Q2 2026, buying an estimated $38.1K and bringing the position to 4,534 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #140.

Gerber Kawasaki Wealth & Investment Management first reported a position in AXP in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.65M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 4,534 shares of American Express worth $1.53M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 119 American Express shares in Q2 2026, an estimated $38.1K.
  • American Express made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #140 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in American Express in Q3 2021 and has held it in 20 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's American Express position peaked at $1.65M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.