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Lakeshore Financial Planning’s American Express AXP Stock Holding History

Lakeshore Financial Planning’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 		– Sell
-606
Closed -$224K – 86
2025
Q4 		$224K Buy
+606
New +$217K 0.08% 73

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lakeshore Financial Planning's AXP Position: Q1 2026 in Review

Lakeshore Financial Planning sold out of American Express (AXP) in Q1 2026, closing a stake of 606 shares — an estimated $224K sold.

Lakeshore Financial Planning first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 2,895 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lakeshore Financial Planning reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 606 American Express shares in Q1 2026, an estimated $224K.
  • Lakeshore Financial Planning first reported a position in American Express in Q4 2025 and held it in 1 quarter.
  • Lakeshore Financial Planning's American Express position peaked at $224K in Q4 2025.
  • 2,895 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lakeshore Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.