Kiley Juergens Wealth Management’s American Express AXP Stock Holding History

Kiley Juergens Wealth 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	$317K	Buy	+1,047	New	+$351K	0.06%	178
2018 Q4	–	Sell	-1,547	Closed	-$164K	–	89
2018 Q3	$164K	Buy	1,547 +34	+2%	+$3.54K	0.12%	115
2018 Q2	$148K	Buy	+1,513	New	+$149K	0.13%	102
2018 Q1	–	Sell	-1,332	Closed	-$132K	–	128
2017 Q4	$132K	Buy	+1,332	New	+$127K	0.12%	105

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

Kiley Juergens Wealth Management's AXP Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in American Express (AXP) in Q1 2026: 1,047 shares worth $317K. The stake represents 0.06% of the portfolio and ranks #178 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in AXP as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in AXP in Q4 2017 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kiley Juergens Wealth Management held 1,047 shares of American Express worth $317K as of Q1 2026.
American Express was a new Kiley Juergens Wealth Management position in Q1 2026.
American Express made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #178 holding.
Kiley Juergens Wealth Management first reported a position in American Express in Q4 2017 and has held it in 4 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.