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Lake Street Private Wealth’s American Express AXP Stock Holding History

Lake Street Private Wealth’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 		$508K Sell
1,678
-28
-2% -$9.39K 0.06% 167
2025
Q4 		$631K Buy
1,706
+2
+0.1% +$716 0.08% 152
2025
Q3 		$566K Sell
1,704
-5
-0.3% -$1.59K 0.07% 157
2025
Q2 		$545K Buy
1,709
+10
+0.6% +$2.81K 0.08% 147
2025
Q1 		$457K Sell
1,699
-50
-3% -$14.8K 0.07% 158
2024
Q4 		$519K Sell
1,749
-72
-4% -$20.7K 0.08% 148
2024
Q3 		$494K Sell
1,821
-4,732
-72% -$1.18M 0.08% 161
2024
Q2 		$1.52M Sell
6,553
-295
-4% -$68.3K 0.2% 113
2024
Q1 		$1.56M Buy
6,848
+1,107
+19% +$230K 0.22% 117
2023
Q4 		$1.08M Buy
5,741
+3,641
+173% +$586K 0.17% 124
2023
Q3 		$315K Buy
2,100
+67
+3% +$11K 0.06% 221
2023
Q2 		$354K Sell
2,033
-19
-0.9% -$3.07K 0.06% 210
2023
Q1 		$338K Buy
2,052
+94
+5% +$15.6K 0.06% 217
2022
Q4 		$289K Sell
1,958
-518
-21% -$76.8K 0.06% 227
2022
Q3 		$334K Sell
2,476
-200
-7% -$30.3K 0.08% 209
2022
Q2 		$371K Buy
2,676
+388
+17% +$64.1K 0.08% 202
2022
Q1 		$428K Buy
2,288
+1,040
+83% +$188K 0.08% 206
2021
Q4 		$204K Buy
+1,248
New +$213K 0.04% 314

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

Lake Street Private Wealth's AXP Position: Q1 2026 in Review

Lake Street Private Wealth reduced its American Express (AXP) stake by 1.6% in Q1 2026, selling an estimated $9.39K and leaving 1,678 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #167.

Lake Street Private Wealth first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lake Street Private Wealth held 1,678 shares of American Express worth $508K as of Q1 2026.
  • Lake Street Private Wealth sold 28 American Express shares in Q1 2026, an estimated $9.39K.
  • American Express made up 0.06% of Lake Street Private Wealth's portfolio in Q1 2026, its #167 holding.
  • Lake Street Private Wealth first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Lake Street Private Wealth's American Express position peaked at $1.56M in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.