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Knollwood Investment Advisory’s American Express AXP Stock Holding History

Knollwood Investment Advisory’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 		$242K Hold
800
– – 0.02% 283
2025
Q4 		$296K Hold
800
– – 0.03% 279
2025
Q3 		$266K Hold
800
– – 0.02% 323
2025
Q2 		$255K Hold
800
– – 0.02% 329
2025
Q1 		$215K Hold
800
– – 0.02% 347
2024
Q4 		$237K Hold
800
– – 0.02% 335
2024
Q3 		$217K Buy
+800
New +$199K 0.02% 349

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

Knollwood Investment Advisory's AXP Position: Q1 2026 in Review

Knollwood Investment Advisory held its American Express (AXP) position steady in Q1 2026 at 800 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #283.

Knollwood Investment Advisory first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $296K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Knollwood Investment Advisory held 800 shares of American Express worth $242K as of Q1 2026.
  • Knollwood Investment Advisory left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.02% of Knollwood Investment Advisory's portfolio in Q1 2026, its #283 holding.
  • Knollwood Investment Advisory first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Knollwood Investment Advisory's American Express position peaked at $296K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.