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 Q1	–	Sell	-828	Closed	-$306K	–	446
2025 Q4	$306K	Sell	828 -4,700	-85%	-$1.68M	0.01%	363
2025 Q3	$1.84M	Sell	5,528 -3,696	-40%	-$1.18M	0.05%	132
2025 Q2	$2.71M	Buy	9,224 +4,479	+94%	+$1.26M	0.04%	147
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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kestra Investment Management's AXP Position: Q1 2026 in Review

Kestra Investment Management sold out of American Express (AXP) in Q1 2026, closing a stake of 828 shares — an estimated $306K sold.

Kestra Investment Management first reported a position in AXP in Q2 2024 and held it in 7 quarters. The position peaked at $2.71M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kestra Investment Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Kestra Investment Management sold 828 American Express shares in Q1 2026, an estimated $306K.
Kestra Investment Management first reported a position in American Express in Q2 2024 and held it in 7 quarters.
Kestra Investment Management's American Express position peaked at $2.71M in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.