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KRS Capital Management’s American Express AXP Stock Holding History

KRS Capital Management’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
Q3 		$1.72M Buy
5,660
+37
+0.7% +$12.4K 0.77% 20
2026
Q2 		$1.9M Sell
5,623
-10
-0.2% -$3.2K 0.89% 19
2026
Q1 		$1.7M Buy
5,633
+35
+0.6% +$11.7K 1.04% 17
2025
Q4 		$2.07M Sell
5,598
-4
-0.1% -$1.43K 1.19% 14
2025
Q3 		$1.86M Buy
5,602
+42
+0.8% +$13.4K 1.12% 17
2025
Q2 		$1.77M Buy
5,560
+2
+0% +$563 1.19% 15
2025
Q1 		$1.5M Buy
5,558
+51
+0.9% +$15.1K 1.19% 18
2024
Q4 		$1.63M Sell
5,507
-14
-0.3% -$4.02K 1.16% 15
2024
Q3 		$1.5M Buy
5,521
+209
+4% +$52K 1.09% 16
2024
Q2 		$1.23M Sell
5,312
-52
-1% -$12K 0.92% 24
2024
Q1 		$1.22M Sell
5,364
-726
-12% -$151K 0.99% 21
2023
Q4 		$1.14M Sell
6,090
-172
-3% -$27.7K 1.06% 20
2023
Q3 		$934K Buy
6,262
+165
+3% +$27K 1% 21
2023
Q2 		$1.06M Buy
6,097
+110
+2% +$17.7K 1.06% 18
2023
Q1 		$988K Buy
5,987
+38
+0.6% +$6.3K 1.11% 19
2022
Q4 		$879K Buy
5,949
+350
+6% +$51.9K 1.2% 20
2022
Q3 		$755K Buy
5,599
+448
+9% +$67.8K 1.04% 22
2022
Q2 		$714K Buy
5,151
+104
+2% +$17.2K 1.02% 27
2022
Q1 		$943K Buy
5,047
+377
+8% +$68.1K 1.02% 23
2021
Q4 		$764K Buy
+4,670
New +$796K 0.66% 36

Other funds holding AXP

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

KRS Capital Management's AXP Position: Q3 2026 in Review

KRS Capital Management increased its American Express (AXP) stake by 0.66% in Q3 2026, buying an estimated $12.4K and bringing the position to 5,660 shares worth $1.72M. The position accounts for 0.77% of the portfolio, ranked #20.

KRS Capital Management first reported a position in AXP in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.07M in Q4 2025. 1,341 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • KRS Capital Management held 5,660 shares of American Express worth $1.72M as of Q3 2026.
  • KRS Capital Management bought 37 American Express shares in Q3 2026, an estimated $12.4K.
  • American Express made up 0.77% of KRS Capital Management's portfolio in Q3 2026, its #20 holding.
  • KRS Capital Management first reported a position in American Express in Q4 2021 and has held it in 20 quarters since.
  • KRS Capital Management's American Express position peaked at $2.07M in Q4 2025.
  • 1,341 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on KRS Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.