Koss-Olinger Consulting’s American Express AXP Stock Holding History

Koss-Olinger Consulting’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	$413K	Sell	1,365 -123	-8%	-$41.2K	0.03%	171
2025 Q4	$550K	Buy	1,488 +18	+1%	+$6.44K	0.04%	156
2025 Q3	$469K	Sell	1,470 -30	-2%	-$9.54K	0.04%	214
2025 Q2	$478K	Sell	1,500 -3	-0.2%	-$844	0.04%	211
2025 Q1	$404K	Buy	+1,503	New	+$444K	0.03%	227
2024 Q4	–	Sell	-1,430	Closed	-$388K	–	195
2024 Q3	$388K	Buy	1,430 +16	+1%	+$3.98K	0.03%	192
2024 Q2	$327K	Buy	+1,414	New	+$327K	0.03%	204
2022 Q1	–	Sell	-1,319	Closed	-$216K	–	209
2021 Q4	$216K	Buy	1,319 +17	+1%	+$2.9K	0.03%	177
2021 Q3	$218K	Hold	1,302	–	–	0.04%	201
2021 Q2	$215K	Buy	+1,302	New	+$204K	0.03%	216

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Koss-Olinger Consulting's AXP Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its American Express (AXP) stake by 8.3% in Q1 2026, selling an estimated $41.2K and leaving 1,365 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #171.

Koss-Olinger Consulting first reported a position in AXP in Q2 2021 and has held it in 10 quarters since. The position peaked at $550K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Koss-Olinger Consulting held 1,365 shares of American Express worth $413K as of Q1 2026.
Koss-Olinger Consulting sold 123 American Express shares in Q1 2026, an estimated $41.2K.
American Express made up 0.03% of Koss-Olinger Consulting's portfolio in Q1 2026, its #171 holding.
Koss-Olinger Consulting first reported a position in American Express in Q2 2021 and has held it in 10 quarters since.
Koss-Olinger Consulting's American Express position peaked at $550K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.