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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
Q2 		$1.06M Buy
3,130
+1,977
+171% +$633K 0.36% 62
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kennedy Investment Group's AXP Position: Q2 2026 in Review

Kennedy Investment Group increased its American Express (AXP) stake by 171% in Q2 2026, buying an estimated $633K and bringing the position to 3,130 shares worth $1.06M. The position accounts for 0.36% of the portfolio, ranked #62.

Kennedy Investment Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Kennedy Investment Group held 3,130 shares of American Express worth $1.06M as of Q2 2026.
  • Kennedy Investment Group bought 1,977 American Express shares in Q2 2026, an estimated $633K.
  • American Express made up 0.36% of Kennedy Investment Group's portfolio in Q2 2026, its #62 holding.
  • Kennedy Investment Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.