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Kennedy Investment Group’s American Express AXP Stock Holding History

Kennedy Investment Group’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 		$349K Buy
1,153
+499
+76% +$167K 0.14% 106
2025
Q4 		$242K Sell
654
-10
-2% -$3.58K 0.09% 122
2025
Q3 		$221K Sell
664
-6
-0.9% -$1.91K 0.09% 131
2025
Q2 		$214K Buy
+670
New +$189K 0.09% 128

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

Kennedy Investment Group's AXP Position: Q1 2026 in Review

Kennedy Investment Group increased its American Express (AXP) stake by 76% in Q1 2026, buying an estimated $167K and bringing the position to 1,153 shares worth $349K. The position accounts for 0.14% of the portfolio, ranked #106.

Kennedy Investment Group first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Kennedy Investment Group held 1,153 shares of American Express worth $349K as of Q1 2026.
  • Kennedy Investment Group bought 499 American Express shares in Q1 2026, an estimated $167K.
  • American Express made up 0.14% of Kennedy Investment Group's portfolio in Q1 2026, its #106 holding.
  • Kennedy Investment Group first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.