Key Financial Inc’s American Express AXP Stock Holding History

Key Financial Inc’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	$409K	Buy	1,352 +105	+8%	+$35.2K	0.07%	204
2025 Q4	$461K	Hold	1,247	–	–	0.08%	182
2025 Q3	$410K	Buy	1,247 +25	+2%	+$7.95K	0.08%	194
2025 Q2	$390K	Hold	1,222	–	–	0.08%	196
2025 Q1	$329K	Hold	1,222	–	–	0.07%	203
2024 Q4	$363K	Hold	1,222	–	–	0.08%	181
2024 Q3	$331K	Buy	1,222 +9	+0.7%	+$2.24K	0.07%	195
2024 Q2	$281K	Hold	1,213	–	–	0.07%	202
2024 Q1	$276K	Hold	1,213	–	–	0.07%	196
2023 Q4	$227K	Hold	1,213	–	–	0.06%	206
2023 Q3	$181K	Sell	1,213 -67	-5%	-$11K	0.06%	216
2023 Q2	$223K	Buy	1,280 +67	+6%	+$10.8K	0.07%	195
2023 Q1	$200K	Buy	1,213 +150	+14%	+$24.9K	0.07%	197
2022 Q4	$143K	Hold	1,063	–	–	0.07%	203
2022 Q3	$143K	Buy	1,063 +23	+2%	+$3.48K	0.07%	205
2022 Q2	$146K	Hold	1,040	–	–	0.08%	192
2022 Q1	$194K	Hold	1,040	–	–	0.1%	168
2021 Q4	$170K	Hold	1,040	–	–	0.09%	164
2021 Q3	$174K	Buy	1,040 +17	+2%	+$2.84K	0.1%	159
2021 Q2	$174K	Hold	1,023	–	–	0.1%	167
2021 Q1	$145K	Hold	1,023	–	–	0.1%	164
2020 Q4	$124K	Buy	+1,023	New	+$113K	0.09%	164
2020 Q2	–	Sell	-1,023	Closed	-$92K	–	133
2020 Q1	$92K	Buy	+1,023	New	+$119K	0.09%	167

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

Key Financial Inc's AXP Position: Q1 2026 in Review

Key Financial Inc increased its American Express (AXP) stake by 8.4% in Q1 2026, buying an estimated $35.2K and bringing the position to 1,352 shares worth $409K. The position accounts for 0.07% of the portfolio, ranked #204.

Key Financial Inc first reported a position in AXP in Q1 2020 and has held it in 23 quarters since. The position peaked at $461K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Key Financial Inc held 1,352 shares of American Express worth $409K as of Q1 2026.
Key Financial Inc bought 105 American Express shares in Q1 2026, an estimated $35.2K.
American Express made up 0.07% of Key Financial Inc's portfolio in Q1 2026, its #204 holding.
Key Financial Inc first reported a position in American Express in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's American Express position peaked at $461K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.