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 Q2	$348K	Sell	1,028 -19	-2%	-$6.08K	0.05%	182
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Kiley Juergens Wealth Management's AXP Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its American Express (AXP) stake by 1.8% in Q2 2026, selling an estimated $6.08K and leaving 1,028 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #182.

Kiley Juergens Wealth Management first reported a position in AXP in Q4 2017 and has held it in 5 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Kiley Juergens Wealth Management held 1,028 shares of American Express worth $348K as of Q2 2026.
Kiley Juergens Wealth Management sold 19 American Express shares in Q2 2026, an estimated $6.08K.
American Express made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #182 holding.
Kiley Juergens Wealth Management first reported a position in American Express in Q4 2017 and has held it in 5 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.