SWK
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Stephen W. Kidder’s American Express AXP Stock Holding History

Stephen W. Kidder’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 		$4.15M Buy
13,730
+2,612
+23% +$876K 1.22% 26
2025
Q4 		$4.11M Buy
11,118
+4,502
+68% +$1.61M 1.16% 28
2025
Q3 		$2.2M Buy
6,616
+3,541
+115% +$1.13M 0.63% 36
2025
Q2 		$981K Buy
+3,075
New +$865K 0.29% 43

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

Stephen W. Kidder's AXP Position: Q1 2026 in Review

Stephen W. Kidder increased its American Express (AXP) stake by 23% in Q1 2026, buying an estimated $876K and bringing the position to 13,730 shares worth $4.15M. The position accounts for 1.22% of the portfolio, ranked #26.

Stephen W. Kidder first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stephen W. Kidder held 13,730 shares of American Express worth $4.15M as of Q1 2026.
  • Stephen W. Kidder bought 2,612 American Express shares in Q1 2026, an estimated $876K.
  • American Express made up 1.22% of Stephen W. Kidder's portfolio in Q1 2026, its #26 holding.
  • Stephen W. Kidder first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stephen W. Kidder's 13F filing for Q1 2026, filed 11 May 2026.