Lakeshore Capital Group
AXP icon

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
Q3 		$1.97M Buy
6,463
+491
+8% +$164K 1.25% 19
2026
Q2 		$2.02M Sell
5,972
-3
-0.1% -$961 1.5% 20
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Lakeshore Capital Group's AXP Position: Q3 2026 in Review

Lakeshore Capital Group increased its American Express (AXP) stake by 8.2% in Q3 2026, buying an estimated $164K and bringing the position to 6,463 shares worth $1.97M. The position accounts for 1.25% of the portfolio, ranked #19.

Lakeshore Capital Group first reported a position in AXP in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q4 2025. 965 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Lakeshore Capital Group held 6,463 shares of American Express worth $1.97M as of Q3 2026.
  • Lakeshore Capital Group bought 491 American Express shares in Q3 2026, an estimated $164K.
  • American Express made up 1.25% of Lakeshore Capital Group's portfolio in Q3 2026, its #19 holding.
  • Lakeshore Capital Group first reported a position in American Express in Q4 2024 and has held it in 8 quarters since.
  • Lakeshore Capital Group's American Express position peaked at $2.18M in Q4 2025.
  • 965 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Lakeshore Capital Group's 13F filing for Q3 2026, filed 20 Oct 2026.