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Livermore
Livermore
ZHEN

KKM Financial LLC

SEC CIK
0002001943
Latest filing
Aug 14, 2026

AXP holding history

American Express Co in every 13F filed by KKM Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
2,043
Value
$691.0K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of AXP by KKM Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,043$691.0K0.1%+20+1.0%AddedHolders
Q1 20262,023$748.4K0.1%00.0%UnchangedHolders
Q4 20252,023$748.4K0.1%−2−0.1%ReducedHolders
Q3 20252,025$672.6K0.2%00.0%UnchangedHolders
Q2 20252,025$645.9K0.2%00.0%UnchangedHolders
Q1 20252,025$544.8K0.2%00.0%UnchangedHolders
Q4 20242,025$601.0K0.3%00.0%UnchangedHolders
Q3 20242,025$549.2K0.3%00.0%UnchangedHolders
Q2 20242,025$455.0K0.2%00.0%UnchangedHolders
Q1 20242,025$461.1K0.2%00.0%UnchangedHolders
Q4 20232,025$379.4K0.2%–No prior filingHolders