Kathmere Capital Management’s American Express AXP Stock Holding History

Kathmere Capital 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	$585K	Sell	1,934 -693	-26%	-$232K	0.04%	317
2025 Q4	$972K	Buy	2,627 +783	+42%	+$280K	0.07%	193
2025 Q3	$613K	Buy	1,844 +99	+6%	+$31.5K	0.04%	258
2025 Q2	$557K	Sell	1,745 -141	-7%	-$39.7K	0.04%	258
2025 Q1	$507K	Buy	1,886 +95	+5%	+$28.1K	0.04%	244
2024 Q4	$532K	Buy	1,791 +508	+40%	+$146K	0.05%	210
2024 Q3	$348K	Buy	1,283 +154	+14%	+$38.3K	0.03%	268
2024 Q2	$261K	Buy	1,129 +67	+6%	+$15.5K	0.03%	289
2024 Q1	$242K	Buy	+1,062	New	+$220K	0.03%	271
2023 Q3	–	Sell	-2,399	Closed	-$418K	–	266
2023 Q2	$418K	Buy	+2,399	New	+$387K	0.06%	129
2021 Q1	–	Sell	-630	Closed	-$76K	–	148
2020 Q4	$76K	Hold	630	–	–	0.02%	208
2020 Q3	$63K	Buy	+630	New	+$62K	0.02%	211

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

Kathmere Capital Management's AXP Position: Q1 2026 in Review

Kathmere Capital Management reduced its American Express (AXP) stake by 26% in Q1 2026, selling an estimated $232K and leaving 1,934 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #317.

Kathmere Capital Management first reported a position in AXP in Q3 2020 and has held it in 12 quarters since. The position peaked at $972K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kathmere Capital Management held 1,934 shares of American Express worth $585K as of Q1 2026.
Kathmere Capital Management sold 693 American Express shares in Q1 2026, an estimated $232K.
American Express made up 0.04% of Kathmere Capital Management's portfolio in Q1 2026, its #317 holding.
Kathmere Capital Management first reported a position in American Express in Q3 2020 and has held it in 12 quarters since.
Kathmere Capital Management's American Express position peaked at $972K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.