SEC 13F Intelligence

M. Kulyk & Associates, LLC / AXP

M. Kulyk & Associates, LLC’s American Express Co Position

Does M. Kulyk & Associates, LLC own American Express Co (AXP)? Yes — 39.7K shares worth $12M (+2.24% of its 13F portfolio) as of Q1 2026, up from 39.1K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
39.7K
% of Portfolio
+2.24%
Quarters Held
18
currently held

Position History AXP

Reported value by quarter
Q4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ3 ’24: $12MQ4 ’24: $12MQ4 ’24Q1 ’25: $11MQ2 ’25: $12MQ3 ’25: $13MQ3 ’25Q4 ’25: $14MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.7K$12M+2.24%
Q4 202539.1K$14M+2.77%
Q3 202539.0K$13M+2.63%
Q2 202539.0K$12M+2.70%
Q1 202539.3K$11M+2.42%
Q4 202441.5K$12M+2.66%
Q3 202445.1K$12M+2.46%
Q2 202444.8K$10M+2.41%
Q1 202442.7K$10M+2.25%
Q4 202318.2K$3M+0.79%
Q3 202319.1K$3M+0.79%
Q2 202319.3K$3M+0.94%
Q1 202319.6K$3M+0.98%
Q4 202219.5K$3M+0.96%
Q3 202219.5K$3M+0.92%
Q2 202219.5K$3M+0.84%
Q1 202219.9K$4M+1.02%
Q4 202119.9K$3M+0.84%

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