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King Wealth Management Group’s American Express AXP Stock Holding History

King Wealth Management 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 		$217K Sell
719
-89
-11% -$29.8K 0.03% 147
2025
Q4 		$299K Sell
808
-3
-0.4% -$1.07K 0.04% 132
2025
Q3 		$269K Hold
811
– – 0.03% 135
2025
Q2 		$259K Buy
811
+1
+0.1% +$281 0.04% 136
2025
Q1 		$218K Buy
810
+18
+2% +$5.32K 0.03% 145
2024
Q4 		$235K Sell
792
-5
-0.6% -$1.44K 0.03% 134
2024
Q3 		$216K Buy
+797
New +$198K 0.03% 139

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

King Wealth Management Group's AXP Position: Q1 2026 in Review

King Wealth Management Group reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $29.8K and leaving 719 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #147.

King Wealth Management Group first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $299K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • King Wealth Management Group held 719 shares of American Express worth $217K as of Q1 2026.
  • King Wealth Management Group sold 89 American Express shares in Q1 2026, an estimated $29.8K.
  • American Express made up 0.03% of King Wealth Management Group's portfolio in Q1 2026, its #147 holding.
  • King Wealth Management Group first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • King Wealth Management Group's American Express position peaked at $299K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.