KKM Financial’s American Express AXP Stock Holding History

KKM Financial’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	$748K	Hold	2,023	–	–	0.13%	105
2025 Q4	$748K	Sell	2,023 -2	-0.1%	-$716	0.13%	105
2025 Q3	$673K	Hold	2,025	–	–	0.21%	79
2025 Q2	$646K	Hold	2,025	–	–	0.22%	87
2025 Q1	$545K	Hold	2,025	–	–	0.23%	87
2024 Q4	$601K	Hold	2,025	–	–	0.25%	84
2024 Q3	$549K	Hold	2,025	–	–	0.27%	80
2024 Q2	$455K	Hold	2,025	–	–	0.22%	97
2024 Q1	$461K	Hold	2,025	–	–	0.22%	99
2023 Q4	$379K	Buy	+2,025	New	+$326K	0.24%	90

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

KKM Financial's AXP Position: Q1 2026 in Review

KKM Financial held its American Express (AXP) position steady in Q1 2026 at 2,023 shares worth $748K. The position accounts for 0.13% of the portfolio, ranked #105.

KKM Financial first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

KKM Financial held 2,023 shares of American Express worth $748K as of Q1 2026.
KKM Financial left its American Express share count unchanged in Q1 2026.
American Express made up 0.13% of KKM Financial's portfolio in Q1 2026, its #105 holding.
KKM Financial first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.