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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
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 $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

Keystone Financial Group (Kentucky)'s AXP Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its American Express (AXP) stake by 6.6% in Q1 2026, buying an estimated $46.9K and bringing the position to 2,252 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #255.

Keystone Financial Group (Kentucky) first reported a position in AXP in Q1 2019 and has held it in 13 quarters since. The position peaked at $781K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 2,252 shares of American Express worth $681K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 140 American Express shares in Q1 2026, an estimated $46.9K.
  • American Express made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #255 holding.
  • Keystone Financial Group (Kentucky) first reported a position in American Express in Q1 2019 and has held it in 13 quarters since.
  • Keystone Financial Group (Kentucky)'s American Express position peaked at $781K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.