KFP
AXP icon

Kerr Financial Planning’s American Express AXP Stock Holding History

Kerr Financial Planning’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 		$115K Sell
341
-14
-4% -$4.48K 0.13% 123
2026
Q1 		$113K Buy
355
+12
+3% +$4.02K 0.08% 120
2025
Q4 		$122K Sell
343
-1
-0.3% -$358 0.16% 109
2025
Q3 		$122K Buy
+344
New +$109K 0.17% 99

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 $3.37T AUM 44.26% 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

Kerr Financial Planning's AXP Position: Q2 2026 in Review

Kerr Financial Planning reduced its American Express (AXP) stake by 3.9% in Q2 2026, selling an estimated $4.48K and leaving 341 shares worth $115K. The position accounts for 0.13% of the portfolio, ranked #123.

Kerr Financial Planning first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $122K in Q4 2025. 2,989 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Kerr Financial Planning held 341 shares of American Express worth $115K as of Q2 2026.
  • Kerr Financial Planning sold 14 American Express shares in Q2 2026, an estimated $4.48K.
  • American Express made up 0.13% of Kerr Financial Planning's portfolio in Q2 2026, its #123 holding.
  • Kerr Financial Planning first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's American Express position peaked at $122K in Q4 2025.
  • 2,989 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.