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TKG Advisors’s American Express AXP Stock Holding History

TKG Advisors’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 		$5.53M Buy
18,271
+153
+0.8% +$51.3K 2.28% 12
2025
Q4 		$6.7M Sell
18,118
-655
-3% -$234K 2.7% 10
2025
Q3 		$6.24M Sell
18,773
-422
-2% -$134K 2.67% 9
2025
Q2 		$6.12M Sell
19,195
-488
-2% -$137K 2.74% 9
2025
Q1 		$5.3M Buy
19,683
+1,229
+7% +$363K 2.61% 9
2024
Q4 		$5.93M Buy
18,454
+557
+3% +$160K 2.73% 10
2024
Q3 		$4.85M Buy
17,897
+9,560
+115% +$2.38M 2.4% 11
2024
Q2 		$1.93M Buy
+8,337
New +$1.93M 1.05% 34
2022
Q4 		– Sell
-10,938
Closed -$1.48M – 86
2022
Q3 		$1.48M Buy
+10,938
New +$1.66M 1.17% 29

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

TKG Advisors's AXP Position: Q1 2026 in Review

TKG Advisors increased its American Express (AXP) stake by 0.84% in Q1 2026, buying an estimated $51.3K and bringing the position to 18,271 shares worth $5.53M. The position accounts for 2.28% of the portfolio, ranked #12.

TKG Advisors first reported a position in AXP in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • TKG Advisors held 18,271 shares of American Express worth $5.53M as of Q1 2026.
  • TKG Advisors bought 153 American Express shares in Q1 2026, an estimated $51.3K.
  • American Express made up 2.28% of TKG Advisors's portfolio in Q1 2026, its #12 holding.
  • TKG Advisors first reported a position in American Express in Q3 2022 and has held it in 9 quarters since.
  • TKG Advisors's American Express position peaked at $6.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TKG Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.