KB
AXP icon

Kimelman & Baird’s American Express AXP Stock Holding History

Kimelman & Baird’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 		$2.81M Buy
9,291
+3,204
+53% +$1.07M 0.23% 50
2025
Q4 		$2.25M Buy
6,087
+4,837
+387% +$1.73M 0.17% 53
2025
Q3 		$415K Hold
1,250
– – 0.03% 98
2025
Q2 		$399K Hold
1,250
– – 0.03% 101
2025
Q1 		$336K Hold
1,250
– – 0.03% 105
2024
Q4 		$371K Sell
1,250
-175
-12% -$50.3K 0.03% 107
2024
Q3 		$386K Hold
1,425
– – 0.03% 106
2024
Q2 		$330K Buy
+1,425
New +$330K 0.03% 109
2021
Q2 		$335K Buy
+2,029
New +$318K 0.03% 97
2019
Q3 		$293K Hold
2,479
– – 0.04% 86
2019
Q2 		$306K Sell
2,479
-704
-22% -$82.7K 0.04% 86
2019
Q1 		$348K Sell
3,183
-204
-6% -$21.4K 0.05% 82
2018
Q4 		$323K Buy
3,387
+204
+6% +$21.3K 0.05% 81
2018
Q3 		$339K Buy
+3,183
New +$331K 0.04% 84
2015
Q2 		$521K Buy
6,699
+174
+3% +$13.8K 0.09% 86
2015
Q1 		$510K Sell
6,525
-230
-3% -$19.1K 0.09% 81
2014
Q4 		$628K Hold
6,755
– – 0.11% 82
2014
Q3 		$591K Sell
6,755
-70
-1% -$6.3K 0.11% 80
2014
Q2 		$647K Sell
6,825
-25
-0.4% -$2.25K 0.11% 80
2014
Q1 		$617K Sell
6,850
-75
-1% -$6.7K 0.12% 77
2013
Q4 		$628K Hold
6,925
– – 0.12% 78
2013
Q3 		$523K Sell
6,925
-500
-7% -$37.6K 0.1% 79
2013
Q2 		$555K Buy
+7,425
New +$528K 0.12% 78

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

Kimelman & Baird's AXP Position: Q1 2026 in Review

Kimelman & Baird increased its American Express (AXP) stake by 53% in Q1 2026, buying an estimated $1.07M and bringing the position to 9,291 shares worth $2.81M. The position accounts for 0.23% of the portfolio, ranked #50.

Kimelman & Baird first reported a position in AXP in Q2 2013 and has held it in 23 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Kimelman & Baird held 9,291 shares of American Express worth $2.81M as of Q1 2026.
  • Kimelman & Baird bought 3,204 American Express shares in Q1 2026, an estimated $1.07M.
  • American Express made up 0.23% of Kimelman & Baird's portfolio in Q1 2026, its #50 holding.
  • Kimelman & Baird first reported a position in American Express in Q2 2013 and has held it in 23 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.