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Kelly Financial Services’s American Express AXP Stock Holding History

Kelly Financial Services’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 		– Sell
-564
Closed -$209K – 131
2025
Q4 		$209K Buy
+564
New +$202K 0.05% 119
2025
Q3 		– Sell
-788
Closed -$251K – 116
2025
Q2 		$251K Buy
788
+2
+0.3% +$563 0.07% 103
2025
Q1 		$211K Buy
786
+1
+0.1% +$296 0.07% 105
2024
Q4 		$233K Hold
785
– – 0.08% 105
2024
Q3 		$213K Buy
785
+1
+0.1% +$249 0.08% 109
2024
Q2 		$181K Buy
784
+1
+0.1% +$232 0.06% 115
2024
Q1 		$178K Buy
783
+1
+0.1% +$207 0.07% 114
2023
Q4 		$146K Buy
782
+2
+0.3% +$322 0.06% 112
2023
Q3 		$116K Buy
780
+1
+0.1% +$164 0.05% 115
2023
Q2 		$136K Buy
779
+1
+0.1% +$161 0.06% 101
2023
Q1 		$128K Sell
778
-42
-5% -$6.97K 0.06% 103
2022
Q4 		$121K Buy
820
+5
+0.6% +$741 0.06% 111
2022
Q3 		$110K Buy
815
+1
+0.1% +$151 0.06% 107
2022
Q2 		$113K Buy
814
+1
+0.1% +$165 0.06% 110
2022
Q1 		$152K Buy
813
+65
+9% +$11.7K 0.07% 97
2021
Q4 		$122K Buy
748
+18
+2% +$3.07K 0.06% 112
2021
Q3 		$122K Sell
730
-119,821
-99% -$20M 0.07% 94
2021
Q2 		$730K Buy
120,551
+119,789
+15,720% +$18.8M 0.03% 140
2021
Q1 		$108K Sell
762
-2
-0.3% -$264 0.07% 80
2020
Q4 		$92.4K Sell
764
-45
-6% -$4.98K 0.06% 79
2020
Q3 		$81.1K Buy
809
+2
+0.2% +$197 0.06% 71
2020
Q2 		$76.8K Buy
807
+2
+0.2% +$184 0.06% 63
2020
Q1 		$68.9K Hold
805
– – 0.09% 59
2019
Q4 		$100K Buy
805
+1
+0.1% +$120 0.08% 49
2019
Q3 		$95.1K Buy
804
+78
+11% +$9.56K 0.09% 51
2019
Q2 		$89.7K Hold
726
– – 0.08% 52
2019
Q1 		$79.3K Buy
+726
New +$76.3K 0.09% 53

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

Kelly Financial Services's AXP Position: Q1 2026 in Review

Kelly Financial Services sold out of American Express (AXP) in Q1 2026, closing a stake of 564 shares — an estimated $209K sold.

Kelly Financial Services first reported a position in AXP in Q1 2019 and held it in 27 quarters. The position peaked at $730K in Q2 2021. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Kelly Financial Services reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 564 American Express shares in Q1 2026, an estimated $209K.
  • Kelly Financial Services first reported a position in American Express in Q1 2019 and held it in 27 quarters.
  • Kelly Financial Services's American Express position peaked at $730K in Q2 2021.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.