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Krilogy Financial’s American Express AXP Stock Holding History

Krilogy Financial’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 		$2.06M Sell
6,338
-98
-2% -$32.9K 0.07% 220
2025
Q4 		$2.34M Buy
6,436
+488
+8% +$175K 0.08% 194
2025
Q3 		$2.18M Buy
+5,948
New +$1.89M 0.08% 184
2023
Q2 		– Sell
-2,609
Closed -$430K – 217
2023
Q1 		$430K Hold
2,609
– – 0.04% 287
2022
Q4 		$385K Sell
2,609
-1
-0% -$148 0.04% 293
2022
Q3 		$352K Hold
2,610
– – 0.04% 245
2022
Q2 		$362K Buy
2,610
+58
+2% +$9.58K 0.04% 235
2022
Q1 		$477K Buy
2,552
+500
+24% +$90.3K 0.05% 211
2021
Q4 		$336K Buy
+2,052
New +$350K 0.03% 216
2018
Q4 		– Sell
-612
Closed -$65K – 180
2018
Q3 		$65K Buy
+612
New +$63.6K 0.01% 280
2018
Q2 		– Sell
-814
Closed -$76K – 192
2018
Q1 		$76K Sell
814
-12
-1% -$1.16K 0.02% 271
2017
Q4 		$82K Sell
826
-98
-11% -$9.33K 0.02% 257
2017
Q3 		$84K Buy
924
+102
+12% +$8.77K 0.02% 273
2017
Q2 		$69K Sell
822
-264
-24% -$20.9K 0.02% 271
2017
Q1 		$80K Hold
1,086
– – 0.02% 229
2016
Q4 		$80K Sell
1,086
-177
-14% -$12.3K 0.02% 229
2016
Q3 		$81K Buy
1,263
+253
+25% +$16.3K 0.03% 236
2016
Q2 		$61K Sell
1,010
-257
-20% -$16.3K 0.02% 277
2016
Q1 		$78K Buy
1,267
+460
+57% +$26.8K 0.03% 208
2015
Q4 		$56K Sell
807
-946
-54% -$68.8K 0.05% 123
2015
Q3 		$100K Buy
+1,753
New +$135K 0.05% 136

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

Krilogy Financial's AXP Position: Q1 2026 in Review

Krilogy Financial reduced its American Express (AXP) stake by 1.5% in Q1 2026, selling an estimated $32.9K and leaving 6,338 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #220.

Krilogy Financial first reported a position in AXP in Q3 2015 and has held it in 21 quarters since. The position peaked at $2.34M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Krilogy Financial held 6,338 shares of American Express worth $2.06M as of Q1 2026.
  • Krilogy Financial sold 98 American Express shares in Q1 2026, an estimated $32.9K.
  • American Express made up 0.07% of Krilogy Financial's portfolio in Q1 2026, its #220 holding.
  • Krilogy Financial first reported a position in American Express in Q3 2015 and has held it in 21 quarters since.
  • Krilogy Financial's American Express position peaked at $2.34M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.