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Kelleher Financial Advisors’s American Express AXP Stock Holding History

Kelleher 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
Q2 		$191K Buy
565
+160
+40% +$51.2K 0.03% 295
2026
Q1 		$128K Sell
405
-7
-2% -$2.35K 0.03% 255
2025
Q4 		$152K Buy
412
+7
+2% +$2.5K 0.04% 254
2025
Q3 		$135K Buy
+405
New +$129K 0.03% 218

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kelleher Financial Advisors's AXP Position: Q2 2026 in Review

Kelleher Financial Advisors increased its American Express (AXP) stake by 40% in Q2 2026, buying an estimated $51.2K and bringing the position to 565 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #295.

Kelleher Financial Advisors first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Kelleher Financial Advisors held 565 shares of American Express worth $191K as of Q2 2026.
  • Kelleher Financial Advisors bought 160 American Express shares in Q2 2026, an estimated $51.2K.
  • American Express made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #295 holding.
  • Kelleher Financial Advisors first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.