Kelman-Lazarov Inc’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $501K | Sell |
1,657
-93
| -5% | -$31.2K | 0.07% | 87 |
|
|
2025
Q4 | $647K | Sell |
1,750
-73
| -4% | -$26.1K | 0.09% | 83 |
|
|
2025
Q3 | $606K | Buy |
1,823
+235
| +15% | +$74.7K | 0.09% | 80 |
|
|
2025
Q2 | $507K | Buy |
1,588
+3
| +0.2% | +$844 | 0.08% | 78 |
|
|
2025
Q1 | $426K | Buy |
1,585
+9
| +0.6% | +$2.66K | 0.08% | 77 |
|
|
2024
Q4 | $468K | Sell |
1,576
-3
| -0.2% | -$862 | 0.08% | 74 |
|
|
2024
Q3 | $428K | Hold |
1,579
| – | – | 0.07% | 78 |
|
|
2024
Q2 | $366K | Hold |
1,579
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $360K | Hold |
1,579
| – | – | 0.07% | 82 |
|
|
2023
Q4 | $296K | Sell |
1,579
-14
| -0.9% | -$2.25K | 0.06% | 85 |
|
|
2023
Q3 | $238K | Buy |
1,593
+9
| +0.6% | +$1.47K | 0.06% | 92 |
|
|
2023
Q2 | $276K | Buy |
1,584
+34
| +2% | +$5.49K | 0.07% | 85 |
|
|
2023
Q1 | $256K | Hold |
1,550
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $229K | Hold |
1,550
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $209K | Sell |
1,550
-307
| -17% | -$46.5K | 0.07% | 81 |
|
|
2022
Q2 | $257K | Buy |
1,857
+107
| +6% | +$17.7K | 0.09% | 74 |
|
|
2022
Q1 | $327K | Hold |
1,750
| – | – | 0.11% | 64 |
|
|
2021
Q4 | $286K | Hold |
1,750
| – | – | 0.09% | 71 |
|
|
2021
Q3 | $293K | Hold |
1,750
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $289K | Hold |
1,750
| – | – | 0.1% | 69 |
|
|
2021
Q1 | $248K | Hold |
1,750
| – | – | 0.09% | 74 |
|
|
2020
Q4 | $212K | Buy |
+1,750
| New | +$194K | 0.08% | 78 |
|
|
2020
Q1 | – | Sell |
-2,375
| Closed | -$296K | – | 76 |
|
|
2019
Q4 | $296K | Hold |
2,375
| – | – | 0.13% | 76 |
|
|
2019
Q3 | $281K | Hold |
2,375
| – | – | 0.14% | 78 |
|
|
2019
Q2 | $293K | Sell |
2,375
-100
| -4% | -$11.7K | 0.15% | 76 |
|
|
2019
Q1 | $271K | Sell |
2,475
-113
| -4% | -$11.9K | 0.14% | 83 |
|
|
2018
Q4 | $247K | Sell |
2,588
-200
| -7% | -$20.9K | 0.15% | 84 |
|
|
2018
Q3 | $297K | Sell |
2,788
-100
| -3% | -$10.4K | 0.17% | 84 |
|
|
2018
Q2 | $283K | Sell |
2,888
-100
| -3% | -$9.83K | 0.15% | 90 |
|
|
2018
Q1 | $279K | Sell |
2,988
-664
| -18% | -$64.3K | 0.15% | 92 |
|
|
2017
Q4 | $363K | Sell |
3,652
-787
| -18% | -$75K | 0.19% | 89 |
|
|
2017
Q3 | $402K | Sell |
4,439
-175
| -4% | -$15K | 0.21% | 89 |
|
|
2017
Q2 | $389K | Buy |
4,614
+264
| +6% | +$20.9K | 0.21% | 90 |
|
|
2017
Q1 | $344K | Sell |
4,350
-200
| -4% | -$15.6K | 0.22% | 86 |
|
|
2016
Q4 | $337K | Sell |
4,550
-314
| -6% | -$21.7K | 0.19% | 94 |
|
|
2016
Q3 | $311K | Sell |
4,864
-575
| -11% | -$36.9K | 0.18% | 96 |
|
|
2016
Q2 | $330K | Hold |
5,439
| – | – | 0.19% | 95 |
|
|
2016
Q1 | $332K | Buy |
+5,439
| New | +$316K | 0.19% | 99 |
|
Other funds holding AXP
VCM
VPM
Kelman-Lazarov Inc's AXP Position: Q1 2026 in Review
Kelman-Lazarov Inc reduced its American Express (AXP) stake by 5.3% in Q1 2026, selling an estimated $31.2K and leaving 1,657 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #87.
Kelman-Lazarov Inc first reported a position in AXP in Q1 2016 and has held it in 38 quarters since. The position peaked at $647K in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Kelman-Lazarov Inc held 1,657 shares of American Express worth $501K as of Q1 2026.
- Kelman-Lazarov Inc sold 93 American Express shares in Q1 2026, an estimated $31.2K.
- American Express made up 0.07% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #87 holding.
- Kelman-Lazarov Inc first reported a position in American Express in Q1 2016 and has held it in 38 quarters since.
- Kelman-Lazarov Inc's American Express position peaked at $647K in Q4 2025.
- 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.