CLIP
AXP icon

Colter Lewis Investment Partners’s American Express AXP Stock Holding History

Colter Lewis Investment Partners’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
Q2 		$4.04M Sell
11,955
-2,000
-14% -$640K 1.8% 9
2026
Q1 		$4.22M Sell
13,955
-10,015
-42% -$3.36M 3.97% 5
2025
Q4 		$8.87M Buy
+23,970
New +$8.58M 10.26% 1

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Colter Lewis Investment Partners's AXP Position: Q2 2026 in Review

Colter Lewis Investment Partners reduced its American Express (AXP) stake by 14% in Q2 2026, selling an estimated $640K and leaving 11,955 shares worth $4.04M. The position accounts for 1.8% of the portfolio, ranked #9.

Colter Lewis Investment Partners first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.87M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Colter Lewis Investment Partners held 11,955 shares of American Express worth $4.04M as of Q2 2026.
  • Colter Lewis Investment Partners sold 2,000 American Express shares in Q2 2026, an estimated $640K.
  • American Express made up 1.8% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #9 holding.
  • Colter Lewis Investment Partners first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Colter Lewis Investment Partners's American Express position peaked at $8.87M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.