Kapstone Financial Advisors’s American Express AXP Stock Holding History

Kapstone Financial Advisors’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	$473K	Buy	1,564 +260	+20%	+$87.2K	0.23%	73
2025 Q4	$482K	Hold	1,304	–	–	0.24%	61
2025 Q3	$433K	Hold	1,304	–	–	0.2%	62
2025 Q2	$416K	Buy	1,304 +77	+6%	+$21.7K	0.21%	62
2025 Q1	$330K	Hold	1,227	–	–	0.19%	73
2024 Q4	$387K	Hold	1,227	–	–	0.21%	66
2024 Q3	$333K	Hold	1,227	–	–	0.2%	74
2024 Q2	$284K	Sell	1,227 -78	-6%	-$18.1K	0.19%	83
2024 Q1	$297K	Hold	1,305	–	–	0.2%	85
2023 Q4	$245K	Sell	1,305 -54	-4%	-$8.69K	0.19%	88
2023 Q3	$203K	Hold	1,359	–	–	0.18%	88
2023 Q2	$231K	Hold	1,359	–	–	0.19%	85
2023 Q1	$221K	Hold	1,359	–	–	0.2%	81
2022 Q4	$235K	Buy	+1,359	New	+$201K	0.21%	84

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kapstone Financial Advisors's AXP Position: Q1 2026 in Review

Kapstone Financial Advisors increased its American Express (AXP) stake by 20% in Q1 2026, buying an estimated $87.2K and bringing the position to 1,564 shares worth $473K. The position accounts for 0.23% of the portfolio, ranked #73.

Kapstone Financial Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $482K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kapstone Financial Advisors held 1,564 shares of American Express worth $473K as of Q1 2026.
Kapstone Financial Advisors bought 260 American Express shares in Q1 2026, an estimated $87.2K.
American Express made up 0.23% of Kapstone Financial Advisors's portfolio in Q1 2026, its #73 holding.
Kapstone Financial Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's American Express position peaked at $482K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.