Lavaca Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $824K | Buy |
2,437
+847
| +53% | +$271K | 0.08% | 67 |
|
|
2026
Q1 | $481K | Buy |
1,590
+1,000
| +169% | +$335K | 0.09% | 70 |
|
|
2025
Q4 | $218K | Hold |
590
| – | – | 0.04% | 98 |
|
|
2025
Q3 | $196K | Sell |
590
-1,752
| -75% | -$557K | 0.03% | 98 |
|
|
2025
Q2 | $747K | Buy |
2,342
+104
| +5% | +$29.3K | 0.28% | 51 |
|
|
2025
Q1 | $602K | Buy |
2,238
+3
| +0.1% | +$887 | 0.25% | 57 |
|
|
2024
Q4 | $663K | Buy |
2,235
+4
| +0.2% | +$1.15K | 0.26% | 63 |
|
|
2024
Q3 | $605K | Sell |
2,231
-3,395
| -60% | -$845K | 0.26% | 65 |
|
|
2024
Q2 | $1.3M | Buy |
5,626
+155
| +3% | +$35.9K | 0.67% | 24 |
|
|
2024
Q1 | $1.25M | Buy |
5,471
+144
| +3% | +$29.9K | 0.73% | 23 |
|
|
2023
Q4 | $998K | Sell |
5,327
-494
| -8% | -$79.5K | 0.57% | 27 |
|
|
2023
Q3 | $868K | Buy |
5,821
+255
| +5% | +$41.7K | 0.29% | 69 |
|
|
2023
Q2 | $970K | Sell |
5,566
-718
| -11% | -$116K | 0.28% | 70 |
|
|
2023
Q1 | $1.04M | Buy |
6,284
+4
| +0.1% | +$664 | 0.22% | 78 |
|
|
2022
Q4 | $928K | Sell |
6,280
-540
| -8% | -$80K | 0.29% | 75 |
|
|
2022
Q3 | $936K | Sell |
6,820
-1,785
| -21% | -$270K | 0.34% | 63 |
|
|
2022
Q2 | $1.22M | Sell |
8,605
-437
| -5% | -$72.2K | 0.18% | 59 |
|
|
2022
Q1 | $1.69M | Sell |
9,042
-14,191
| -61% | -$2.56M | 0.18% | 57 |
|
|
2021
Q4 | $3.8M | Buy |
23,233
+14,702
| +172% | +$2.51M | 0.49% | 22 |
|
|
2021
Q3 | $1.43M | Sell |
8,531
-599
| -7% | -$100K | 0.14% | 44 |
|
|
2021
Q2 | $1.51M | Buy |
9,130
+951
| +12% | +$149K | 0.15% | 40 |
|
|
2021
Q1 | $1.16M | Buy |
8,179
+5,701
| +230% | +$753K | 0.1% | 54 |
|
|
2020
Q4 | $300K | Sell |
2,478
-2,127
| -46% | -$236K | 0.04% | 90 |
|
|
2020
Q3 | $462K | Buy |
4,605
+2,000
| +77% | +$197K | 0.07% | 70 |
|
|
2020
Q2 | $248K | Buy |
+2,605
| New | +$240K | 0.08% | 73 |
|
|
2020
Q1 | – | Sell |
-1,788
| Closed | -$223K | – | 84 |
|
|
2019
Q4 | $223K | Hold |
1,788
| – | – | 0.17% | 81 |
|
|
2019
Q3 | $211K | Sell |
1,788
-2,845
| -61% | -$349K | 0.16% | 87 |
|
|
2019
Q2 | $572K | Hold |
4,633
| – | – | 0.44% | 50 |
|
|
2019
Q1 | $506K | Hold |
4,633
| – | – | 0.43% | 40 |
|
|
2018
Q4 | $442K | Buy |
+4,633
| New | +$485K | 0.44% | 37 |
|
Other funds holding AXP
Lavaca Capital's AXP Position: Q2 2026 in Review
Lavaca Capital increased its American Express (AXP) stake by 53% in Q2 2026, buying an estimated $271K and bringing the position to 2,437 shares worth $824K. The position accounts for 0.08% of the portfolio, ranked #67.
Lavaca Capital first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.8M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Lavaca Capital held 2,437 shares of American Express worth $824K as of Q2 2026.
- Lavaca Capital bought 847 American Express shares in Q2 2026, an estimated $271K.
- American Express made up 0.08% of Lavaca Capital's portfolio in Q2 2026, its #67 holding.
- Lavaca Capital first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
- Lavaca Capital's American Express position peaked at $3.8M in Q4 2021.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.