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Keystone Wealth Services’s American Express AXP Stock Holding History

Keystone 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
Q2 		$637K Buy
1,884
+16
+0.9% +$5.12K 0.12% 178
2026
Q1 		$565K Sell
1,868
-10
-0.5% -$3.35K 0.12% 179
2025
Q4 		$695K Sell
1,878
-90
-5% -$32.2K 0.15% 115
2025
Q3 		$654K Sell
1,968
-114
-5% -$36.3K 0.14% 152
2025
Q2 		$664K Buy
2,082
+5
+0.2% +$1.41K 0.16% 144
2025
Q1 		$559K Sell
2,077
-400
-16% -$118K 0.15% 138
2024
Q4 		$735K Buy
2,477
+76
+3% +$21.8K 0.19% 114
2024
Q3 		$651K Buy
+2,401
New +$598K 0.18% 117

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 $3.37T AUM 44.26% 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 Wealth Services's AXP Position: Q2 2026 in Review

Keystone Wealth Services increased its American Express (AXP) stake by 0.86% in Q2 2026, buying an estimated $5.12K and bringing the position to 1,884 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #178.

Keystone Wealth Services first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q4 2024. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Keystone Wealth Services held 1,884 shares of American Express worth $637K as of Q2 2026.
  • Keystone Wealth Services bought 16 American Express shares in Q2 2026, an estimated $5.12K.
  • American Express made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #178 holding.
  • Keystone Wealth Services first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Keystone Wealth Services's American Express position peaked at $735K in Q4 2024.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.