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Lakeshore Capital Group’s American Express AXP Stock Holding History

Lakeshore Capital 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
2026
Q1 		$1.81M Buy
5,975
+84
+1% +$28.2K 1.48% 19
2025
Q4 		$2.18M Buy
5,891
+101
+2% +$36.1K 1.74% 16
2025
Q3 		$1.92M Buy
5,790
+212
+4% +$67.4K 1.55% 17
2025
Q2 		$1.78M Sell
5,578
-437
-7% -$123K 1.58% 18
2025
Q1 		$1.62M Buy
6,015
+171
+3% +$50.5K 1.56% 17
2024
Q4 		$1.73M Buy
+5,844
New +$1.68M 2.62% 9

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

Lakeshore Capital Group's AXP Position: Q1 2026 in Review

Lakeshore Capital Group increased its American Express (AXP) stake by 1.4% in Q1 2026, buying an estimated $28.2K and bringing the position to 5,975 shares worth $1.81M. The position accounts for 1.48% of the portfolio, ranked #19.

Lakeshore Capital Group first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lakeshore Capital Group held 5,975 shares of American Express worth $1.81M as of Q1 2026.
  • Lakeshore Capital Group bought 84 American Express shares in Q1 2026, an estimated $28.2K.
  • American Express made up 1.48% of Lakeshore Capital Group's portfolio in Q1 2026, its #19 holding.
  • Lakeshore Capital Group first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Lakeshore Capital Group's American Express position peaked at $2.18M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.