Kestra Advisory Services’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
Q2
$27.7M Buy
81,908
+6,726
+9% +$2.15M 0.09% 238
2026
Q1
$22.7M Buy
75,182
+6,054
+9% +$2.03M 0.09% 241
2025
Q4
$25.6M Buy
69,128
+2,838
+4% +$1.02M 0.11% 196
2025
Q3
$22M Buy
66,290
+7,894
+14% +$2.51M 0.1% 200
2025
Q2
$18.6M Buy
58,396
+652
+1% +$184K 0.09% 220
2025
Q1
$15.5M Buy
57,744
+1,070
+2% +$316K 0.08% 239
2024
Q4
$16.8M Sell
56,674
-22,336
-28% -$6.42M 0.09% 222
2024
Q3
$21.4M Sell
79,010
-11,800
-13% -$2.94M 0.12% 179
2024
Q2
$21M Buy
90,810
+31,603
+53% +$7.32M 0.12% 179
2024
Q1
$13.5M Buy
59,207
+5,764
+11% +$1.2M 0.09% 239
2023
Q4
$10M Buy
53,443
+4,936
+10% +$795K 0.08% 275
2023
Q3
$7.24M Buy
48,507
+5,183
+12% +$848K 0.07% 296
2023
Q2
$7.55M Buy
43,324
+4,554
+12% +$735K 0.08% 280
2023
Q1
$6.4M Sell
38,770
-18,730
-33% -$3.11M 0.07% 287
2022
Q4
$8.5M Buy
57,500
+1,250
+2% +$185K 0.08% 284
2022
Q3
$7.59M Buy
56,250
+5,484
+11% +$830K 0.08% 267
2022
Q2
$7.04M Buy
50,766
+8,220
+19% +$1.36M 0.07% 285
2022
Q1
$7.96M Sell
42,546
-909
-2% -$164K 0.08% 271
2021
Q4
$7.11M Sell
43,455
-51,264
-54% -$8.74M 0.07% 285
2021
Q3
$15.9M Buy
94,719
+50,136
+112% +$8.38M 0.16% 146
2021
Q2
$7.37M Buy
44,583
+2,214
+5% +$347K 0.08% 266
2021
Q1
$5.99M Sell
42,369
-42,090
-50% -$5.56M 0.08% 290
2020
Q4
$10.1M Buy
84,459
+62,020
+276% +$6.87M 0.12% 202
2020
Q3
$2.26M Buy
+22,439
New +$2.21M 0.04% 402

Other funds holding AXP

Kestra Advisory Services's AXP Position: Q2 2026 in Review

Kestra Advisory Services increased its American Express (AXP) stake by 8.9% in Q2 2026, buying an estimated $2.15M and bringing the position to 81,908 shares worth $27.7M. The position accounts for 0.09% of the portfolio, ranked #238.

Kestra Advisory Services first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Kestra Advisory Services held 81,908 shares of American Express worth $27.7M as of Q2 2026.
  • Kestra Advisory Services bought 6,726 American Express shares in Q2 2026, an estimated $2.15M.
  • American Express made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #238 holding.
  • Kestra Advisory Services first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.