Kathmere Capital Management
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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
Q3 		$680K Buy
2,236
+102
+5% +$34.1K 0.03% 347
2026
Q2 		$722K Buy
2,134
+200
+10% +$64K 0.04% 314
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kathmere Capital Management's AXP Position: Q3 2026 in Review

Kathmere Capital Management increased its American Express (AXP) stake by 4.8% in Q3 2026, buying an estimated $34.1K and bringing the position to 2,236 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #347.

Kathmere Capital Management first reported a position in AXP in Q3 2020 and has held it in 14 quarters since. The position peaked at $972K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Kathmere Capital Management held 2,236 shares of American Express worth $680K as of Q3 2026.
  • Kathmere Capital Management bought 102 American Express shares in Q3 2026, an estimated $34.1K.
  • American Express made up 0.03% of Kathmere Capital Management's portfolio in Q3 2026, its #347 holding.
  • Kathmere Capital Management first reported a position in American Express in Q3 2020 and has held it in 14 quarters since.
  • Kathmere Capital Management's American Express position peaked at $972K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.