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 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 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

Keystone Wealth Services's AXP Position: Q1 2026 in Review

Keystone Wealth Services reduced its American Express (AXP) stake by 0.53% in Q1 2026, selling an estimated $3.35K and leaving 1,868 shares worth $565K. The position accounts for 0.12% of the portfolio, ranked #179.

Keystone Wealth Services first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $735K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Keystone Wealth Services held 1,868 shares of American Express worth $565K as of Q1 2026.
Keystone Wealth Services sold 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.12% of Keystone Wealth Services's portfolio in Q1 2026, its #179 holding.
Keystone Wealth Services first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Keystone Wealth Services's American Express position peaked at $735K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.