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Keebeck Wealth Management’s American Express AXP Stock Holding History

Keebeck Wealth 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 		$510K Buy
1,687
+71
+4% +$23.8K 0.06% 231
2025
Q4 		$598K Buy
1,616
+260
+19% +$93K 0.07% 194
2025
Q3 		$450K Buy
1,356
+52
+4% +$16.5K 0.05% 228
2025
Q2 		$416K Buy
1,304
+189
+17% +$53.2K 0.05% 228
2025
Q1 		$300K Sell
1,115
-18
-2% -$5.32K 0.04% 217
2024
Q4 		$336K Sell
1,133
-426
-27% -$122K 0.05% 198
2024
Q3 		$423K Sell
1,559
-28
-2% -$6.97K 0.06% 183
2024
Q2 		$367K Hold
1,587
– – 0.05% 199
2024
Q1 		$361K Buy
1,587
+479
+43% +$99.3K 0.05% 217
2023
Q4 		$208K Buy
+1,108
New +$178K 0.03% 253
2021
Q3 		– Sell
-10,803
Closed -$1.78M – 217
2021
Q2 		$1.78M Buy
10,803
+2,055
+23% +$322K 0.26% 82
2021
Q1 		$1.24M Buy
8,748
+2,327
+36% +$307K 0.19% 89
2020
Q4 		$776K Buy
6,421
+2,958
+85% +$328K 0.14% 120
2020
Q3 		$347K Buy
3,463
+2,834
+451% +$279K 0.07% 150
2020
Q2 		$59K Buy
+629
New +$57.9K 0.02% 207
2020
Q1 		– Sell
-689
Closed -$85K – 153
2019
Q4 		$85K Buy
+689
New +$82.3K 0.03% 196

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

Keebeck Wealth Management's AXP Position: Q1 2026 in Review

Keebeck Wealth Management increased its American Express (AXP) stake by 4.4% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,687 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #231.

Keebeck Wealth Management first reported a position in AXP in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.78M in Q2 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Keebeck Wealth Management held 1,687 shares of American Express worth $510K as of Q1 2026.
  • Keebeck Wealth Management bought 71 American Express shares in Q1 2026, an estimated $23.8K.
  • American Express made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Keebeck Wealth Management first reported a position in American Express in Q4 2019 and has held it in 16 quarters since.
  • Keebeck Wealth Management's American Express position peaked at $1.78M in Q2 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.