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Kingswood Wealth Advisors’s American Express AXP Stock Holding History

Kingswood Wealth Advisors’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 		$1.31M Buy
3,876
+226
+6% +$72.4K 0.05% 345
2026
Q1 		$1.1M Buy
3,650
+163
+5% +$54.7K 0.05% 361
2025
Q4 		$1.29M Buy
3,487
+380
+12% +$136K 0.06% 302
2025
Q3 		$1.03M Buy
3,107
+763
+33% +$243K 0.06% 309
2025
Q2 		$748K Sell
2,344
-203
-8% -$57.1K 0.06% 314
2025
Q1 		$686K Sell
2,547
-358
-12% -$106K 0.06% 325
2024
Q4 		$862K Sell
2,905
-773
-21% -$222K 0.06% 308
2024
Q3 		$997K Buy
3,678
+934
+34% +$233K 0.07% 292
2024
Q2 		$636K Sell
2,744
-1,129
-29% -$261K 0.06% 321
2024
Q1 		$882K Buy
3,873
+2,020
+109% +$419K 0.1% 226
2023
Q4 		$347K Buy
+1,853
New +$298K 0.04% 426

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's AXP Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its American Express (AXP) stake by 6.2% in Q2 2026, buying an estimated $72.4K and bringing the position to 3,876 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #345.

Kingswood Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Kingswood Wealth Advisors held 3,876 shares of American Express worth $1.31M as of Q2 2026.
  • Kingswood Wealth Advisors bought 226 American Express shares in Q2 2026, an estimated $72.4K.
  • American Express made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #345 holding.
  • Kingswood Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.