SEC 13F Intelligence

Kmg Fiduciary Partners, LLC / AXP

Kmg Fiduciary Partners, LLC’s American Express Co Position

Does Kmg Fiduciary Partners, LLC own American Express Co (AXP)? Yes — 29.7K shares worth $10M (+0.93% of its 13F portfolio) as of Q2 2026, down from 31.3K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
29.7K
% of Portfolio
+0.93%
Quarters Held
30
currently held

Position History AXP

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $6MQ1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $10MQ3 ’21: $8MQ4 ’21: $7MQ1 ’22: $8MQ1 ’22Q2 ’22: $6MQ3 ’22: $4MQ4 ’22: $5MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ1 ’24: $8MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ1 ’25: $8MQ1 ’25Q2 ’25: $10MQ3 ’25: $10MQ4 ’25: $12MQ1 ’26: $9MQ1 ’26Q2 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202629.7K$10M+0.93%
Q1 202631.3K$9M+0.70%
Q4 202531.3K$12M+0.82%
Q3 202531.3K$10M+0.70%
Q2 202531.4K$10M+0.74%
Q1 202531.2K$8M+0.70%
Q4 202432.1K$10M+0.79%
Q3 202432.7K$9M+0.77%
Q2 202433.0K$8M+0.75%
Q1 202434.2K$8M+0.81%
Q4 202323.8K$4M+0.52%
Q3 202323.7K$4M+0.47%
Q2 202324.5K$4M+0.55%
Q1 202326.7K$4M+0.63%
Q4 202231.9K$5M+0.77%
Q3 202232.6K$4M+0.85%
Q2 202243.3K$6M+1.12%
Q1 202245.2K$8M+1.35%
Q4 202145.6K$7M+1.16%
Q3 202148.9K$8M+1.39%
Q2 202159.1K$10M+1.72%
Q1 202159.2K$8M+1.63%
Q4 202058.4K$7M+1.46%
Q3 202056.1K$6M+1.40%
Q2 202048.7K$5M+1.29%
Q1 202047.8K$4M+1.33%
Q4 201949.5K$6M+1.88%
Q3 201948.6K$6M+1.95%
Q2 201948.6K$6M+2.17%
Q1 201947.7K$5M+1.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kmg Fiduciary Partners, LLC’s full portfolio or all institutional holders of AXP.