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 Q2	$299K	Hold	883	–	–	0.02%	222
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

KLCM Advisors's AXP Position: Q2 2026 in Review

KLCM Advisors held its American Express (AXP) position steady in Q2 2026 at 883 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #222.

KLCM Advisors first reported a position in AXP in Q2 2020 and has held it in 17 quarters since. The position peaked at $10.5M in Q1 2021. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

KLCM Advisors held 883 shares of American Express worth $299K as of Q2 2026.
KLCM Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #222 holding.
KLCM Advisors first reported a position in American Express in Q2 2020 and has held it in 17 quarters since.
KLCM Advisors's American Express position peaked at $10.5M in Q1 2021.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.