Lake Street Private Wealth’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Lake Street Private Wealth's AXP Position: Q2 2026 in Review
Lake Street Private Wealth increased its American Express (AXP) stake by 4.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,758 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #160.
Lake Street Private Wealth first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q1 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Lake Street Private Wealth held 1,758 shares of American Express worth $595K as of Q2 2026.
- Lake Street Private Wealth bought 80 American Express shares in Q2 2026, an estimated $25.6K.
- American Express made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #160 holding.
- Lake Street Private Wealth first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
- Lake Street Private Wealth's American Express position peaked at $1.56M in Q1 2024.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.