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KLCM Advisors’s American Express AXP Stock Holding History

KLCM 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
Q1 		$267K Buy
883
+25
+3% +$8.38K 0.02% 217
2025
Q4 		$317K Sell
858
-500
-37% -$179K 0.03% 184
2025
Q3 		$451K Hold
1,358
– – 0.05% 121
2025
Q2 		$433K Hold
1,358
– – 0.05% 119
2025
Q1 		$365K Hold
1,358
– – 0.04% 127
2024
Q4 		$403K Sell
1,358
-70
-5% -$20.1K 0.05% 118
2024
Q3 		$387K Hold
1,428
– – 0.05% 120
2024
Q2 		$331K Hold
1,428
– – 0.04% 121
2024
Q1 		$325K Buy
1,428
+70
+5% +$14.5K 0.04% 123
2023
Q4 		$254K Buy
+1,358
New +$219K 0.04% 125
2023
Q3 		– Sell
-1,293
Closed -$225K – 140
2023
Q2 		$225K Buy
+1,293
New +$209K 0.04% 118
2021
Q3 		– Sell
-1,395
Closed -$230K – 119
2021
Q2 		$230K Sell
1,395
-72,662
-98% -$11.4M 0.05% 97
2021
Q1 		$10.5M Sell
74,057
-3,777
-5% -$499K 2.38% 19
2020
Q4 		$9.41M Sell
77,834
-2,594
-3% -$287K 2.34% 21
2020
Q3 		$8.06M Sell
80,428
-5,480
-6% -$539K 2.35% 20
2020
Q2 		$8.18M Buy
+85,908
New +$7.91M 2.33% 19

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

KLCM Advisors's AXP Position: Q1 2026 in Review

KLCM Advisors increased its American Express (AXP) stake by 2.9% in Q1 2026, buying an estimated $8.38K and bringing the position to 883 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #217.

KLCM Advisors first reported a position in AXP in Q2 2020 and has held it in 16 quarters since. The position peaked at $10.5M in Q1 2021. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • KLCM Advisors held 883 shares of American Express worth $267K as of Q1 2026.
  • KLCM Advisors bought 25 American Express shares in Q1 2026, an estimated $8.38K.
  • American Express made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #217 holding.
  • KLCM Advisors first reported a position in American Express in Q2 2020 and has held it in 16 quarters since.
  • KLCM Advisors's American Express position peaked at $10.5M in Q1 2021.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.