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M. Kulyk & Associates’s American Express AXP Stock Holding History

M. Kulyk & Associates’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 		$12M Buy
39,674
+527
+1% +$177K 2.24% 11
2025
Q4 		$14.5M Buy
39,147
+116
+0.3% +$41.5K 2.77% 10
2025
Q3 		$13M Sell
39,031
-3
-0% -$954 2.63% 9
2025
Q2 		$12.5M Sell
39,034
-235
-0.6% -$66.1K 2.7% 9
2025
Q1 		$10.6M Sell
39,269
-2,196
-5% -$649K 2.42% 11
2024
Q4 		$12.3M Sell
41,465
-3,661
-8% -$1.05M 2.66% 10
2024
Q3 		$12.2M Buy
45,126
+302
+0.7% +$75.2K 2.46% 12
2024
Q2 		$10.4M Buy
44,824
+2,150
+5% +$498K 2.41% 12
2024
Q1 		$9.72M Buy
42,674
+24,504
+135% +$5.08M 2.25% 12
2023
Q4 		$3.4M Sell
18,170
-900
-5% -$145K 0.79% 44
2023
Q3 		$2.85M Sell
19,070
-236
-1% -$38.6K 0.79% 44
2023
Q2 		$3.36M Sell
19,306
-277
-1% -$44.7K 0.94% 41
2023
Q1 		$3.23M Buy
19,583
+36
+0.2% +$5.97K 0.98% 38
2022
Q4 		$2.89M Hold
19,547
– – 0.96% 39
2022
Q3 		$2.64M Hold
19,547
– – 0.92% 41
2022
Q2 		$2.71M Sell
19,547
-366
-2% -$60.5K 0.84% 37
2022
Q1 		$3.72M Hold
19,913
– – 1.02% 37
2021
Q4 		$3.26M Buy
+19,913
New +$3.4M 0.84% 40

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

M. Kulyk & Associates's AXP Position: Q1 2026 in Review

M. Kulyk & Associates increased its American Express (AXP) stake by 1.3% in Q1 2026, buying an estimated $177K and bringing the position to 39,674 shares worth $12M. The position accounts for 2.24% of the portfolio, ranked #11.

M. Kulyk & Associates first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • M. Kulyk & Associates held 39,674 shares of American Express worth $12M as of Q1 2026.
  • M. Kulyk & Associates bought 527 American Express shares in Q1 2026, an estimated $177K.
  • American Express made up 2.24% of M. Kulyk & Associates's portfolio in Q1 2026, its #11 holding.
  • M. Kulyk & Associates first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • M. Kulyk & Associates's American Express position peaked at $14.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.