Alan B. Lancz & Associates’s American Express AXP Stock Holding History

Alan B. Lancz & Associates’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	$212K	Sell	700 -150	-18%	-$50.3K	0.21%	126
2025 Q4	$314K	Hold	850	–	–	0.28%	90
2025 Q3	$282K	Hold	850	–	–	0.26%	106
2025 Q2	$271K	Hold	850	–	–	0.27%	101
2025 Q1	$229K	Sell	850 -200	-19%	-$59.1K	0.24%	112
2024 Q4	$312K	Hold	1,050	–	–	0.32%	84
2024 Q3	$285K	Buy	1,050 +100	+11%	+$24.9K	0.26%	101
2024 Q2	$220K	Buy	+950	New	+$220K	0.22%	114
2023 Q4	$244K	Buy	+1,300	New	+$209K	0.26%	113
2023 Q3	–	Sell	-1,300	Closed	-$226K	–	132
2023 Q2	$226K	Hold	1,300	–	–	0.24%	112
2023 Q1	$214K	Hold	1,300	–	–	0.22%	117
2022 Q4	$202K	Hold	1,300	–	–	0.2%	128
2022 Q3	$175K	Hold	1,300	–	–	0.21%	124
2022 Q2	$200K	Hold	1,300	–	–	0.2%	130
2022 Q1	$243K	Hold	1,300	–	–	0.21%	122
2021 Q4	$213K	Buy	+1,300	New	+$222K	0.19%	136

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alan B. Lancz & Associates's AXP Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its American Express (AXP) stake by 18% in Q1 2026, selling an estimated $50.3K and leaving 700 shares worth $212K. The position accounts for 0.21% of the portfolio, ranked #126.

Alan B. Lancz & Associates first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. The position peaked at $314K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Alan B. Lancz & Associates held 700 shares of American Express worth $212K as of Q1 2026.
Alan B. Lancz & Associates sold 150 American Express shares in Q1 2026, an estimated $50.3K.
American Express made up 0.21% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #126 holding.
Alan B. Lancz & Associates first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
Alan B. Lancz & Associates's American Express position peaked at $314K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.