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Kestra Private Wealth Services’s American Express AXP Stock Holding History

Kestra Private Wealth Services’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 		$15.4M Buy
50,756
+7,227
+17% +$2.42M 0.19% 119
2025
Q4 		$16.1M Buy
43,529
+345
+0.8% +$123K 0.2% 112
2025
Q3 		$14.3M Buy
43,184
+1,651
+4% +$525K 0.19% 121
2025
Q2 		$13.2M Sell
41,533
-1,751
-4% -$493K 0.19% 121
2025
Q1 		$11.6M Buy
43,284
+2,613
+6% +$772K 0.19% 113
2024
Q4 		$12.1M Sell
40,671
-2,086
-5% -$599K 0.21% 108
2024
Q3 		$11.6M Buy
42,757
+3,008
+8% +$749K 0.21% 110
2024
Q2 		$9.2M Buy
39,749
+687
+2% +$159K 0.18% 125
2024
Q1 		$8.89M Buy
39,062
+1,774
+5% +$368K 0.2% 123
2023
Q4 		$6.99M Buy
37,288
+883
+2% +$142K 0.18% 141
2023
Q3 		$5.43M Buy
36,405
+1,095
+3% +$179K 0.17% 142
2023
Q2 		$6.15M Buy
35,310
+3,789
+12% +$611K 0.21% 116
2023
Q1 		$5.2M Buy
31,521
+5,325
+20% +$883K 0.21% 118
2022
Q4 		$3.87M Sell
26,196
-3,576
-12% -$530K 0.2% 136
2022
Q3 		$4.02M Buy
29,772
+2,814
+10% +$426K 0.23% 110
2022
Q2 		$3.74M Buy
26,958
+2,932
+12% +$484K 0.21% 122
2022
Q1 		$4.49M Buy
24,026
+4,390
+22% +$793K 0.22% 106
2021
Q4 		$3.21M Buy
19,636
+235
+1% +$40.1K 0.15% 149
2021
Q3 		$3.25M Buy
19,401
+197
+1% +$32.9K 0.18% 134
2021
Q2 		$3.17M Buy
19,204
+535
+3% +$83.8K 0.19% 127
2021
Q1 		$2.64M Buy
18,669
+621
+3% +$82.1K 0.18% 133
2020
Q4 		$2.15M Sell
18,048
-1,500
-8% -$166K 0.16% 150
2020
Q3 		$1.96M Buy
+19,548
New +$1.92M 0.17% 135

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kestra Private Wealth Services's AXP Position: Q1 2026 in Review

Kestra Private Wealth Services increased its American Express (AXP) stake by 17% in Q1 2026, buying an estimated $2.42M and bringing the position to 50,756 shares worth $15.4M. The position accounts for 0.19% of the portfolio, ranked #119.

Kestra Private Wealth Services first reported a position in AXP in Q3 2020 and has held it in 23 quarters since. The position peaked at $16.1M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Kestra Private Wealth Services held 50,756 shares of American Express worth $15.4M as of Q1 2026.
  • Kestra Private Wealth Services bought 7,227 American Express shares in Q1 2026, an estimated $2.42M.
  • American Express made up 0.19% of Kestra Private Wealth Services's portfolio in Q1 2026, its #119 holding.
  • Kestra Private Wealth Services first reported a position in American Express in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's American Express position peaked at $16.1M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.