KWM
AXP icon

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
2020
Q3 		– Sell
-100
Closed -$1K – 645
2020
Q2 		$1K Buy
+100
New +$9.21K ﹤0.01% 587

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

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.