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Lantz Financial’s American Express AXP Stock Holding History

Lantz Financial’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
Q2 		$276K Buy
816
+19
+2% +$6.08K 0.05% 221
2026
Q1 		$241K Sell
797
-11
-1% -$3.69K 0.05% 223
2025
Q4 		$299K Buy
808
+28
+4% +$10K 0.06% 209
2025
Q3 		$259K Buy
780
+4
+0.5% +$1.27K 0.06% 214
2025
Q2 		$248K Buy
+776
New +$218K 0.06% 204

Other funds holding AXP

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Lantz Financial's AXP Position: Q2 2026 in Review

Lantz Financial increased its American Express (AXP) stake by 2.4% in Q2 2026, buying an estimated $6.08K and bringing the position to 816 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #221.

Lantz Financial first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lantz Financial held 816 shares of American Express worth $276K as of Q2 2026.
  • Lantz Financial bought 19 American Express shares in Q2 2026, an estimated $6.08K.
  • American Express made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #221 holding.
  • Lantz Financial first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Lantz Financial's American Express position peaked at $299K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.