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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gerber Kawasaki Wealth & Investment Management's AXP Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its American Express (AXP) stake by 1.1% in Q1 2026, selling an estimated $16.8K and leaving 4,415 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #143.

Gerber Kawasaki Wealth & Investment Management first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 4,415 shares of American Express worth $1.34M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 50 American Express shares in Q1 2026, an estimated $16.8K.
  • American Express made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #143 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's American Express position peaked at $1.65M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.