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Lafayette Investments’s American Express AXP Stock Holding History

Lafayette Investments’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 		$401K Sell
1,186
-16
-1% -$5.12K 0.07% 118
2026
Q1 		$364K Buy
1,202
+228
+23% +$76.4K 0.07% 119
2025
Q4 		$360K Sell
974
-70
-7% -$25.1K 0.07% 119
2025
Q3 		$347K Sell
1,044
-37
-3% -$11.8K 0.07% 121
2025
Q2 		$345K Sell
1,081
-40
-4% -$11.3K 0.07% 119
2025
Q1 		$302K Sell
1,121
-80
-7% -$23.6K 0.06% 121
2024
Q4 		$356K Sell
1,201
-124
-9% -$35.6K 0.08% 105
2024
Q3 		$359K Sell
1,325
-103
-7% -$25.6K 0.08% 104
2024
Q2 		$331K Sell
1,428
-285
-17% -$66K 0.08% 104
2024
Q1 		$390K Hold
1,713
– – 0.09% 100
2023
Q4 		$321K Hold
1,713
– – 0.08% 103
2023
Q3 		$256K Buy
1,713
+124
+8% +$20.3K 0.07% 105
2023
Q2 		$277K Buy
1,589
+65
+4% +$10.5K 0.07% 103
2023
Q1 		$251K Hold
1,524
– – 0.07% 103
2022
Q4 		$225K Hold
1,524
– – 0.06% 110
2022
Q3 		$206K Hold
1,524
– – 0.06% 109
2022
Q2 		$211K Hold
1,524
– – 0.06% 110
2022
Q1 		$285K Hold
1,524
– – 0.07% 104
2021
Q4 		$249K Hold
1,524
– – 0.06% 116
2021
Q3 		$255K Sell
1,524
-250
-14% -$41.8K 0.07% 106
2021
Q2 		$293K Hold
1,774
– – 0.08% 100
2021
Q1 		$251K Sell
1,774
-794
-31% -$105K 0.08% 81
2020
Q4 		$310K Buy
2,568
+544
+27% +$60.2K 0.11% 72
2020
Q3 		$203K Buy
+2,024
New +$199K 0.08% 83
2020
Q1 		– Sell
-2,000
Closed -$249K – 80
2019
Q4 		$249K Hold
2,000
– – 0.09% 77
2019
Q3 		$237K Hold
2,000
– – 0.09% 79
2019
Q2 		$247K Hold
2,000
– – 0.09% 76
2019
Q1 		$219K Buy
+2,000
New +$210K 0.08% 80

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 $3.38T AUM 44.17% 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

Lafayette Investments's AXP Position: Q2 2026 in Review

Lafayette Investments reduced its American Express (AXP) stake by 1.3% in Q2 2026, selling an estimated $5.12K and leaving 1,186 shares worth $401K. The position accounts for 0.07% of the portfolio, ranked #118.

Lafayette Investments first reported a position in AXP in Q1 2019 and has held it in 28 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lafayette Investments held 1,186 shares of American Express worth $401K as of Q2 2026.
  • Lafayette Investments sold 16 American Express shares in Q2 2026, an estimated $5.12K.
  • American Express made up 0.07% of Lafayette Investments's portfolio in Q2 2026, its #118 holding.
  • Lafayette Investments first reported a position in American Express in Q1 2019 and has held it in 28 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.