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Keystone Financial Group (Kentucky)’s American Express AXP Stock Holding History

Keystone Financial Group (Kentucky)’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 		$850K Buy
2,514
+262
+12% +$83.9K 0.05% 243
2026
Q1 		$681K Buy
2,252
+140
+7% +$46.9K 0.05% 255
2025
Q4 		$781K Buy
2,112
+52
+3% +$18.6K 0.06% 200
2025
Q3 		$684K Sell
2,060
-16
-0.8% -$5.09K 0.05% 204
2025
Q2 		$662K Buy
2,076
+206
+11% +$58K 0.06% 198
2025
Q1 		$503K Buy
1,870
+17
+0.9% +$5.03K 0.05% 212
2024
Q4 		$550K Buy
1,853
+163
+10% +$46.8K 0.05% 197
2024
Q3 		$458K Buy
1,690
+182
+12% +$45.3K 0.06% 209
2024
Q2 		$349K Sell
1,508
-127
-8% -$29.4K 0.13% 111
2024
Q1 		$372K Buy
+1,635
New +$339K 0.05% 220
2020
Q1 		– Sell
-2,031
Closed -$253K – 207
2019
Q4 		$253K Hold
2,031
– – 0.07% 202
2019
Q3 		$240K Hold
2,031
– – 0.07% 202
2019
Q2 		$251K Hold
2,031
– – 0.08% 188
2019
Q1 		$222K Buy
+2,031
New +$213K 0.08% 199

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keystone Financial Group (Kentucky)'s AXP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $83.9K and bringing the position to 2,514 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #243.

Keystone Financial Group (Kentucky) first reported a position in AXP in Q1 2019 and has held it in 14 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,514 shares of American Express worth $850K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 262 American Express shares in Q2 2026, an estimated $83.9K.
  • American Express made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #243 holding.
  • Keystone Financial Group (Kentucky) first reported a position in American Express in Q1 2019 and has held it in 14 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.