KWB Wealth
AXP icon

KWB Wealth’s American Express AXP Stock Holding History

KWB Wealth’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 		$2.64M Sell
8,691
-172
-2% -$57.5K 0.23% 61
2026
Q2 		$3M Sell
8,863
-81
-0.9% -$25.9K 0.26% 58
2026
Q1 		$3.31M Sell
8,944
-820
-8% -$275K 0.33% 49
2025
Q4 		$3.61M Sell
9,764
-86
-0.9% -$30.8K 0.34% 48
2025
Q3 		$3.14M Sell
9,850
-33
-0.3% -$10.5K 0.35% 49
2025
Q2 		$2.66M Sell
9,883
-158
-2% -$44.5K 0.32% 52
2025
Q1 		$2.98M Buy
10,041
+10
+0.1% +$2.96K 0.36% 43
2024
Q4 		$2.72M Buy
10,031
+1,403
+16% +$403K 0.34% 38
2024
Q3 		$2M Sell
8,628
-1,117
-11% -$278K 0.26% 44
2024
Q2 		$2.22M Sell
9,745
-93
-0.9% -$21.5K 0.31% 39
2024
Q1 		$2.24M Sell
9,838
-1,054
-10% -$219K 0.3% 39
2023
Q4 		$2.04M Buy
10,892
+180
+2% +$29K 0.29% 39
2023
Q3 		$1.87M Hold
10,712
– – 0.3% 37
2023
Q2 		$1.87M Buy
10,712
+315
+3% +$50.8K 0.3% 38
2023
Q1 		$1.54M Buy
10,397
+2,411
+30% +$400K 0.28% 39
2022
Q4 		$1.18M Sell
7,986
-666
-8% -$98.7K 0.22% 43
2022
Q3 		$1.17M Buy
8,652
+162
+2% +$24.5K 0.23% 43
2022
Q2 		$1.18M Buy
8,490
+417
+5% +$68.9K 0.23% 44
2022
Q1 		$1.32M Hold
8,073
– – 0.22% 38
2021
Q4 		$1.32M Buy
8,073
+11
+0.1% +$1.88K 0.22% 38
2021
Q3 		$1.35M Buy
8,062
+297
+4% +$49.7K 0.24% 35
2021
Q2 		$1.1M Hold
7,765
– – 0.21% 39
2021
Q1 		$1.1M Buy
7,765
+721
+10% +$95.3K 0.21% 39
2020
Q4 		$852K Buy
+7,044
New +$780K 0.18% 42

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
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KWB Wealth's AXP Position: Q3 2026 in Review

KWB Wealth reduced its American Express (AXP) stake by 1.9% in Q3 2026, selling an estimated $57.5K and leaving 8,691 shares worth $2.64M. The position accounts for 0.23% of the portfolio, ranked #61.

KWB Wealth first reported a position in AXP in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.61M in Q4 2025. 1,110 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • KWB Wealth held 8,691 shares of American Express worth $2.64M as of Q3 2026.
  • KWB Wealth sold 172 American Express shares in Q3 2026, an estimated $57.5K.
  • American Express made up 0.23% of KWB Wealth's portfolio in Q3 2026, its #61 holding.
  • KWB Wealth first reported a position in American Express in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's American Express position peaked at $3.61M in Q4 2025.
  • 1,110 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.