Kestra Investment Management’s American Express AXP Stock Holding History

Kestra Investment Management’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	$319K	Buy	+943	New	+$302K	0.01%	407
2026 Q1	–	Sell	-828	Closed	-$306K	–	446
2025 Q4	$306K	Sell	828 -4,700	-85%	-$1.68M	0.01%	363
2025 Q3	$1.84M	Buy	5,528 +1,049	+23%	+$334K	0.05%	132
2025 Q2	$1.43M	Sell	4,479 -266	-6%	-$74.9K	0.04%	142
2025 Q1	$1.28M	Sell	4,745 -1,104	-19%	-$326K	0.04%	141
2024 Q4	$1.74M	Buy	5,849 +1,937	+50%	+$557K	0.07%	93
2024 Q3	$1.06M	Buy	3,912 +630	+19%	+$157K	0.05%	119
2024 Q2	$760K	Buy	+3,282	New	+$760K	0.05%	71

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Kestra Investment Management's AXP Position: Q2 2026 in Review

Kestra Investment Management opened a new position in American Express (AXP) in Q2 2026: 943 shares worth $319K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in AXP as recently as Q4 2025.

Kestra Investment Management first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q3 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Kestra Investment Management held 943 shares of American Express worth $319K as of Q2 2026.
American Express was a new Kestra Investment Management position in Q2 2026.
American Express made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #407 holding.
Kestra Investment Management first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Kestra Investment Management's American Express position peaked at $1.84M in Q3 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.