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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lafayette Investments's AXP Position: Q1 2026 in Review

Lafayette Investments increased its American Express (AXP) stake by 23% in Q1 2026, buying an estimated $76.4K and bringing the position to 1,202 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #119.

Lafayette Investments first reported a position in AXP in Q1 2019 and has held it in 27 quarters since. The position peaked at $390K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lafayette Investments held 1,202 shares of American Express worth $364K as of Q1 2026.
  • Lafayette Investments bought 228 American Express shares in Q1 2026, an estimated $76.4K.
  • American Express made up 0.07% of Lafayette Investments's portfolio in Q1 2026, its #119 holding.
  • Lafayette Investments first reported a position in American Express in Q1 2019 and has held it in 27 quarters since.
  • Lafayette Investments's American Express position peaked at $390K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.