LSAG
AXP icon

Lake Street Advisors Group’s American Express AXP Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$2.61M Sell
8,796
-23
-0.3% -$6.61K 0.12% 109
2024
Q3 		$2.39M Sell
8,819
-45
-0.5% -$11.2K 0.11% 106
2024
Q2 		$2.05M Sell
8,864
-17
-0.2% -$3.94K 0.1% 131
2024
Q1 		$2.02M Sell
8,881
-100
-1% -$20.7K 0.09% 141
2023
Q4 		$1.68M Buy
+8,981
New +$1.45M 0.08% 157
2021
Q3 		– Sell
-5,487
Closed -$925K – 243
2021
Q2 		$925K Buy
5,487
+40
+0.7% +$6.26K 0.07% 118
2021
Q1 		$770K Sell
5,447
-1,117
-17% -$148K 0.06% 119
2020
Q4 		$794K Sell
6,564
-388
-6% -$43K 0.07% 117
2020
Q3 		$697K Buy
6,952
+368
+6% +$36.2K 0.07% 116
2020
Q2 		$627K Buy
6,584
+220
+3% +$20.3K 0.06% 116
2020
Q1 		$545K Buy
6,364
+540
+9% +$62.8K 0.07% 108
2019
Q4 		$725K Buy
5,824
+152
+3% +$18.2K 0.07% 87
2019
Q3 		$439K Sell
5,672
-19
-0.3% -$2.33K 0.05% 108
2019
Q2 		$702K Sell
5,691
-282
-5% -$33.1K 0.07% 76
2019
Q1 		$653K Buy
5,973
+2,620
+78% +$275K 0.07% 82
2018
Q4 		$320K Buy
3,353
+173
+5% +$18.1K 0.04% 128
2018
Q3 		$339K Sell
3,180
-7,689
-71% -$800K 0.04% 128
2018
Q2 		$1.06M Sell
10,869
-80
-0.7% -$7.86K 0.11% 72
2018
Q1 		$1.02M Buy
+10,949
New +$1.06M 0.11% 63

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $336B AUM 34.66% 1-Year Est. Return

Lake Street Advisors Group's AXP Position: Q4 2024 in Review

Lake Street Advisors Group reduced its American Express (AXP) stake by 0.26% in Q4 2024, selling an estimated $6.61K and leaving 8,796 shares worth $2.61M. The position accounts for 0.12% of the portfolio, ranked #109.

Lake Street Advisors Group first reported a position in AXP in Q1 2018 and has held it in 19 quarters since. 2,634 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

  • Lake Street Advisors Group held 8,796 shares of American Express worth $2.61M as of Q4 2024.
  • Lake Street Advisors Group sold 23 American Express shares in Q4 2024, an estimated $6.61K.
  • American Express made up 0.12% of Lake Street Advisors Group's portfolio in Q4 2024, its #109 holding.
  • Lake Street Advisors Group first reported a position in American Express in Q1 2018 and has held it in 19 quarters since.
  • 2,634 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.