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 Q3	$276K	Buy	908 +1	+0.1%	+$334	0.1%	88
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kellett Wealth Advisors's AXP Position: Q3 2026 in Review

Kellett Wealth Advisors increased its American Express (AXP) stake by 0.11% in Q3 2026, buying an estimated $334 and bringing the position to 908 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #88.

Kellett Wealth Advisors first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $406K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Kellett Wealth Advisors held 908 shares of American Express worth $276K as of Q3 2026.
Kellett Wealth Advisors bought 1 American Express share in Q3 2026, an estimated $334.
American Express made up 0.1% of Kellett Wealth Advisors's portfolio in Q3 2026, its #88 holding.
Kellett Wealth Advisors first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Kellett Wealth Advisors's American Express position peaked at $406K in Q4 2025.
2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.