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Kondo Wealth Advisors’s American Express AXP Stock Holding History

Kondo Wealth 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 		– Sell
-647
Closed -$239K – 70
2025
Q4 		$239K Sell
647
-3
-0.5% -$1.07K 0.09% 63
2025
Q3 		$216K Buy
650
+9
+1% +$2.86K 0.09% 65
2025
Q2 		$207K Buy
+641
New +$180K 0.09% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kondo Wealth Advisors's AXP Position: Q1 2026 in Review

Kondo Wealth Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 647 shares — an estimated $239K sold.

Kondo Wealth Advisors first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $239K in Q4 2025. 2,909 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Kondo Wealth Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Kondo Wealth Advisors sold 647 American Express shares in Q1 2026, an estimated $239K.
  • Kondo Wealth Advisors first reported a position in American Express in Q2 2025 and held it in 3 quarters.
  • Kondo Wealth Advisors's American Express position peaked at $239K in Q4 2025.
  • 2,909 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Kondo Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.