KFA Private Wealth Group’s American Express AXP Stock Holding History

KFA Private Wealth Group’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	$478K	Sell	1,579 -19	-1%	-$6.37K	0.11%	84
2025 Q4	$591K	Buy	1,598 +9	+0.6%	+$3.22K	0.14%	70
2025 Q3	$528K	Hold	1,589	–	–	0.15%	70
2025 Q2	$507K	Hold	1,589	–	–	0.16%	71
2025 Q1	$428K	Buy	1,589 +5	+0.3%	+$1.48K	0.15%	69
2024 Q4	$470K	Buy	1,584 +51	+3%	+$14.7K	0.2%	50
2024 Q3	$416K	Hold	1,533	–	–	0.2%	48
2024 Q2	$355K	Buy	1,533 +33	+2%	+$7.64K	0.18%	56
2024 Q1	$342K	Sell	1,500 -12	-0.8%	-$2.49K	0.11%	78
2023 Q4	$283K	Hold	1,512	–	–	0.1%	73
2023 Q3	$226K	Sell	1,512 -5	-0.3%	-$818	0.09%	73
2023 Q2	$264K	Sell	1,517 -10	-0.7%	-$1.61K	0.11%	67
2023 Q1	$252K	Buy	+1,527	New	+$253K	0.11%	70

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

KFA Private Wealth Group's AXP Position: Q1 2026 in Review

KFA Private Wealth Group reduced its American Express (AXP) stake by 1.2% in Q1 2026, selling an estimated $6.37K and leaving 1,579 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #84.

KFA Private Wealth Group first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $591K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

KFA Private Wealth Group held 1,579 shares of American Express worth $478K as of Q1 2026.
KFA Private Wealth Group sold 19 American Express shares in Q1 2026, an estimated $6.37K.
American Express made up 0.11% of KFA Private Wealth Group's portfolio in Q1 2026, its #84 holding.
KFA Private Wealth Group first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
KFA Private Wealth Group's American Express position peaked at $591K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.