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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
Q2 		$691K Buy
2,043
+20
+1% +$6.4K 0.09% 106
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
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

KKM Financial's AXP Position: Q2 2026 in Review

KKM Financial increased its American Express (AXP) stake by 0.99% in Q2 2026, buying an estimated $6.4K and bringing the position to 2,043 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #106.

KKM Financial first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $748K in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • KKM Financial held 2,043 shares of American Express worth $691K as of Q2 2026.
  • KKM Financial bought 20 American Express shares in Q2 2026, an estimated $6.4K.
  • American Express made up 0.09% of KKM Financial's portfolio in Q2 2026, its #106 holding.
  • KKM Financial first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • KKM Financial's American Express position peaked at $748K in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.