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KG&L Capital Management’s American Express AXP Stock Holding History

KG&L Capital Management’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 		– Sell
-833
Closed -$308K – 134
2025
Q4 		$308K Sell
833
-458
-35% -$164K 0.08% 177
2025
Q3 		$429K Sell
1,291
-182
-12% -$57.9K 0.11% 151
2025
Q2 		$470K Sell
1,473
-3,486
-70% -$981K 0.14% 122
2025
Q1 		$1.33M Buy
4,959
+3,947
+390% +$1.17M 0.43% 52
2024
Q4 		$300K Sell
1,012
-21
-2% -$6.03K 0.1% 157
2024
Q3 		$280K Sell
1,033
-207
-17% -$51.5K 0.09% 166
2024
Q2 		$287K Buy
+1,240
New +$287K 0.1% 163
2024
Q1 		– Sell
-1,265
Closed -$237K – 174
2023
Q4 		$237K Sell
1,265
-799
-39% -$129K 0.1% 156
2023
Q3 		$308K Buy
2,064
+671
+48% +$110K 0.15% 118
2023
Q2 		$243K Buy
+1,393
New +$225K 0.12% 134
2022
Q1 		– Sell
-3,488
Closed -$571K – 144
2021
Q4 		$571K Buy
3,488
+940
+37% +$160K 0.23% 87
2021
Q3 		$427K Buy
2,548
+948
+59% +$159K 0.19% 96
2021
Q2 		$264K Sell
1,600
-1,054
-40% -$165K 0.12% 124
2021
Q1 		$375K Sell
2,654
-45
-2% -$5.95K 0.19% 94
2020
Q4 		$326K Buy
2,699
+11
+0.4% +$1.22K 0.18% 102
2020
Q3 		$269K Buy
2,688
+150
+6% +$14.8K 0.17% 103
2020
Q2 		$241K Buy
2,538
+185
+8% +$17K 0.19% 84
2020
Q1 		$201K Buy
+2,353
New +$274K 0.2% 84

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

KG&L Capital Management's AXP Position: Q1 2026 in Review

KG&L Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 833 shares — an estimated $308K sold.

KG&L Capital Management first reported a position in AXP in Q1 2020 and held it in 18 quarters. The position peaked at $1.33M in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • KG&L Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 833 American Express shares in Q1 2026, an estimated $308K.
  • KG&L Capital Management first reported a position in American Express in Q1 2020 and held it in 18 quarters.
  • KG&L Capital Management's American Express position peaked at $1.33M in Q1 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.