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Klingman & Associates’s American Express AXP Stock Holding History

Klingman & Associates’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 		$934K Buy
2,760
+65
+2% +$20.8K 0.04% 146
2026
Q1 		$815K Buy
2,695
+3
+0.1% +$1.01K 0.04% 146
2025
Q4 		$996K Sell
2,692
-723
-21% -$259K 0.05% 133
2025
Q3 		$1.13M Buy
3,415
+1,691
+98% +$538K 0.06% 114
2025
Q2 		$550K Buy
1,724
+893
+107% +$251K 0.03% 161
2025
Q1 		$224K Buy
831
+148
+22% +$43.7K 0.01% 249
2024
Q4 		$203K Buy
+683
New +$196K 0.01% 251

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

Klingman & Associates's AXP Position: Q2 2026 in Review

Klingman & Associates increased its American Express (AXP) stake by 2.4% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,760 shares worth $934K. The position accounts for 0.04% of the portfolio, ranked #146.

Klingman & Associates first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Klingman & Associates held 2,760 shares of American Express worth $934K as of Q2 2026.
  • Klingman & Associates bought 65 American Express shares in Q2 2026, an estimated $20.8K.
  • American Express made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #146 holding.
  • Klingman & Associates first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Klingman & Associates's American Express position peaked at $1.13M in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.