Kingsview Wealth Management’s American Express AXP Stock Holding History

Kingsview 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	$7.65M	Buy	25,287 +1,200	+5%	+$402K	0.1%	184
2025 Q4	$8.91M	Buy	24,087 +113	+0.5%	+$40.4K	0.13%	148
2025 Q3	$7.96M	Sell	23,974 -443	-2%	-$141K	0.12%	175
2025 Q2	$7.79M	Buy	24,417 +226	+0.9%	+$63.6K	0.13%	167
2025 Q1	$6.51M	Buy	24,191 +1,379	+6%	+$408K	0.12%	174
2024 Q4	$6.77M	Buy	22,812 +553	+2%	+$159K	0.13%	164
2024 Q3	$6.04M	Buy	22,259 +1,763	+9%	+$439K	0.13%	169
2024 Q2	$4.75M	Buy	20,496 +1,318	+7%	+$305K	0.11%	191
2024 Q1	$4.37M	Buy	19,178 +107	+0.6%	+$22.2K	0.11%	187
2023 Q4	$3.57M	Sell	19,071 -639	-3%	-$103K	0.11%	184
2023 Q3	$2.94M	Sell	19,710 -5,204	-21%	-$851K	0.11%	210
2023 Q2	$4.34M	Buy	24,914 +6,587	+36%	+$1.06M	0.17%	130
2023 Q1	$3.02M	Sell	18,327 -746	-4%	-$124K	0.13%	178
2022 Q4	$2.82M	Buy	19,073 +30	+0.2%	+$4.45K	0.12%	194
2022 Q3	$2.57M	Buy	19,043 +844	+5%	+$128K	0.12%	191
2022 Q2	$2.52M	Buy	18,199 +82	+0.5%	+$13.5K	0.12%	189
2022 Q1	$3.39M	Buy	18,117 +5,822	+47%	+$1.05M	0.15%	153
2021 Q4	$2.01M	Sell	12,295 -1,380	-10%	-$235K	0.08%	243
2021 Q3	$2.29M	Buy	13,675 +8,011	+141%	+$1.34M	0.11%	201
2021 Q2	$946K	Buy	5,664 +493	+10%	+$77.2K	0.05%	393
2021 Q1	$748K	Sell	5,171 -109	-2%	-$14.4K	0.04%	415
2020 Q4	$638K	Sell	5,280 -839	-14%	-$92.9K	0.05%	384
2020 Q3	$613K	Buy	6,119 +434	+8%	+$42.7K	0.05%	319
2020 Q2	$541K	Buy	5,685 +192	+3%	+$17.7K	0.05%	321
2020 Q1	$470K	Buy	5,493 +187	+4%	+$21.8K	0.06%	275
2019 Q4	$661K	Sell	5,306 -1,874	-26%	-$224K	0.08%	241
2019 Q3	$849K	Buy	7,180 +261	+4%	+$32K	0.13%	176
2019 Q2	$854K	Sell	6,919 -69	-1%	-$8.1K	0.14%	171
2019 Q1	$764K	Buy	6,988 +305	+5%	+$32.1K	0.12%	210
2018 Q4	$637K	Buy	6,683 +1,994	+43%	+$209K	0.14%	184
2018 Q3	$499K	Buy	+4,689	New	+$488K	0.1%	225
2018 Q2	–	Sell	-7,550	Closed	-$704K	–	385
2018 Q1	$704K	Hold	7,550	–	–	0.18%	155
2017 Q4	$750K	Hold	7,550	–	–	0.27%	113
2017 Q3	$683K	Sell	7,550 -50	-0.7%	-$4.3K	0.3%	104
2017 Q2	$640K	Sell	7,600 -700	-8%	-$55.4K	0.33%	100
2017 Q1	$657K	Buy	+8,300	New	+$649K	0.39%	88

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

Kingsview Wealth Management's AXP Position: Q1 2026 in Review

Kingsview Wealth Management increased its American Express (AXP) stake by 5% in Q1 2026, buying an estimated $402K and bringing the position to 25,287 shares worth $7.65M. The position accounts for 0.1% of the portfolio, ranked #184.

Kingsview Wealth Management first reported a position in AXP in Q1 2017 and has held it in 36 quarters since. The position peaked at $8.91M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Kingsview Wealth Management held 25,287 shares of American Express worth $7.65M as of Q1 2026.
Kingsview Wealth Management bought 1,200 American Express shares in Q1 2026, an estimated $402K.
American Express made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #184 holding.
Kingsview Wealth Management first reported a position in American Express in Q1 2017 and has held it in 36 quarters since.
Kingsview Wealth Management's American Express position peaked at $8.91M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.