Kellett Wealth Advisors’s American Express AXP Stock Holding History

Kellett Wealth 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	$307K	Hold	907	–	–	0.14%	72
2026 Q1	$274K	Sell	907 -190	-17%	-$63.7K	0.15%	66
2025 Q4	$406K	Sell	1,097 -40	-4%	-$14.3K	0.23%	48
2025 Q3	$378K	Buy	1,137 +41	+4%	+$13K	0.23%	49
2025 Q2	$349K	Buy	+1,096	New	+$308K	0.23%	45
2025 Q1	–	Sell	-729	Closed	-$216K	–	74
2024 Q4	$216K	Buy	+729	New	+$209K	0.15%	68
2024 Q3	–	Sell	-898	Closed	-$208K	–	72
2024 Q2	$208K	Buy	+898	New	+$208K	0.17%	66

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kellett Wealth Advisors's AXP Position: Q2 2026 in Review

Kellett Wealth Advisors held its American Express (AXP) position steady in Q2 2026 at 907 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #72.

Kellett Wealth Advisors first reported a position in AXP in Q2 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Kellett Wealth Advisors held 907 shares of American Express worth $307K as of Q2 2026.
Kellett Wealth Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.14% of Kellett Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Kellett Wealth Advisors first reported a position in American Express in Q2 2024 and has held it in 7 quarters since.
Kellett Wealth Advisors's American Express position peaked at $406K in Q4 2025.
1,033 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.