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KCM Investment Advisors’s American Express AXP Stock Holding History

KCM Investment 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 		$3.17M Buy
10,491
+91
+0.9% +$30.5K 0.11% 119
2025
Q4 		$3.85M Sell
10,400
-546
-5% -$195K 0.12% 110
2025
Q3 		$3.64M Sell
10,946
-232
-2% -$73.8K 0.12% 111
2025
Q2 		$3.57M Sell
11,178
-42
-0.4% -$11.8K 0.12% 112
2025
Q1 		$3.02M Sell
11,220
-418
-4% -$124K 0.11% 123
2024
Q4 		$3.45M Sell
11,638
-240
-2% -$69K 0.12% 121
2024
Q3 		$3.22M Buy
11,878
+108
+0.9% +$26.9K 0.11% 125
2024
Q2 		$2.73M Sell
11,770
-732
-6% -$170K 0.1% 128
2024
Q1 		$2.85M Buy
12,502
+1,959
+19% +$406K 0.11% 127
2023
Q4 		$1.98M Sell
10,543
-787
-7% -$127K 0.08% 154
2023
Q3 		$1.69M Sell
11,330
-1,041
-8% -$170K 0.07% 157
2023
Q2 		$2.15M Sell
12,371
-1,463
-11% -$236K 0.09% 150
2023
Q1 		$2.28M Buy
13,834
+740
+6% +$123K 0.09% 153
2022
Q4 		$1.94M Buy
+13,094
New +$1.94M 0.08% 157
2022
Q3 		– Sell
-12,609
Closed -$1.75M – 380
2022
Q2 		$1.75M Sell
12,609
-187
-1% -$30.9K 0.08% 166
2022
Q1 		$2.39M Sell
12,796
-328
-2% -$59.2K 0.09% 152
2021
Q4 		$2.15M Sell
13,124
-50
-0.4% -$8.53K 0.07% 167
2021
Q3 		$2.21M Sell
13,174
-1,296
-9% -$217K 0.09% 157
2021
Q2 		$2.39M Buy
14,470
+1,906
+15% +$299K 0.1% 145
2021
Q1 		$1.78M Buy
12,564
+872
+7% +$115K 0.08% 162
2020
Q4 		$1.41M Sell
11,692
-1,468
-11% -$163K 0.07% 160
2020
Q3 		$1.32M Sell
13,160
-84
-0.6% -$8.26K 0.07% 155
2020
Q2 		$1.26M Buy
13,244
+118
+0.9% +$10.9K 0.07% 160
2020
Q1 		$1.12M Sell
13,126
-13,497
-51% -$1.57M 0.08% 151
2019
Q4 		$3.31M Buy
26,623
+643
+2% +$76.8K 0.18% 105
2019
Q3 		$3.07M Buy
25,980
+6,014
+30% +$737K 0.18% 107
2019
Q2 		$2.46M Buy
19,966
+1,723
+9% +$202K 0.15% 121
2019
Q1 		$1.99M Buy
18,243
+836
+5% +$87.9K 0.13% 130
2018
Q4 		$1.66M Buy
17,407
+852
+5% +$89.1K 0.11% 163
2018
Q3 		$1.76M Buy
16,555
+81
+0.5% +$8.42K 0.1% 175
2018
Q2 		$1.61M Buy
16,474
+97
+0.6% +$9.53K 0.1% 174
2018
Q1 		$1.53M Sell
16,377
-1,311
-7% -$127K 0.09% 199
2017
Q4 		$1.76M Buy
17,688
+737
+4% +$70.2K 0.1% 190
2017
Q3 		$1.53M Buy
16,951
+225
+1% +$19.3K 0.09% 205
2017
Q2 		$1.41M Sell
16,726
-2,368
-12% -$187K 0.09% 214
2017
Q1 		$1.51M Sell
19,094
-700
-4% -$54.7K 0.1% 212
2016
Q4 		$1.47M Sell
19,794
-150
-0.8% -$10.4K 0.1% 210
2016
Q3 		$1.28M Sell
19,944
-1,445
-7% -$92.8K 0.09% 227
2016
Q2 		$1.3M Sell
21,389
-10,213
-32% -$647K 0.09% 220
2016
Q1 		$1.94M Sell
31,602
-1,220
-4% -$71K 0.14% 169
2015
Q4 		$2.28M Sell
32,822
-2,366
-7% -$172K 0.18% 141
2015
Q3 		$2.61M Sell
35,188
-115
-0.3% -$8.85K 0.22% 130
2015
Q2 		$2.74M Sell
35,303
-415
-1% -$32.9K 0.22% 131
2015
Q1 		$2.79M Buy
35,718
+620
+2% +$51.5K 0.22% 122
2014
Q4 		$3.27M Sell
35,098
-489
-1% -$43.8K 0.27% 106
2014
Q3 		$3.12M Sell
35,587
-575
-2% -$51.8K 0.29% 102
2014
Q2 		$3.43M Buy
36,162
+1,320
+4% +$119K 0.32% 92
2014
Q1 		$3.14M Buy
34,842
+630
+2% +$56.3K 0.32% 98
2013
Q4 		$3.1M Buy
34,212
+1,991
+6% +$164K 0.34% 91
2013
Q3 		$2.43M Buy
32,221
+8,110
+34% +$610K 0.29% 104
2013
Q2 		$1.8M Buy
+24,111
New +$1.72M 0.22% 134

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

KCM Investment Advisors's AXP Position: Q1 2026 in Review

KCM Investment Advisors increased its American Express (AXP) stake by 0.88% in Q1 2026, buying an estimated $30.5K and bringing the position to 10,491 shares worth $3.17M. The position accounts for 0.11% of the portfolio, ranked #119.

KCM Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.85M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • KCM Investment Advisors held 10,491 shares of American Express worth $3.17M as of Q1 2026.
  • KCM Investment Advisors bought 91 American Express shares in Q1 2026, an estimated $30.5K.
  • American Express made up 0.11% of KCM Investment Advisors's portfolio in Q1 2026, its #119 holding.
  • KCM Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
  • KCM Investment Advisors's American Express position peaked at $3.85M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.