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Lavaca Capital’s American Express AXP Stock Holding History

Lavaca Capital’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
2022
Q3 		– Sell
-6,900
Closed -$956K – 140
2022
Q2 		$956K Sell
6,900
-400
-5% -$66.1K 0.14% 81
2022
Q1 		$1.36M Buy
7,300
+700
+11% +$126K 0.15% 73
2021
Q4 		$1.08M Sell
6,600
-200
-3% -$34.1K 0.14% 91
2021
Q3 		$1.14M Hold
6,800
– – 0.12% 72
2021
Q2 		$1.12M Buy
+6,800
New +$1.07M 0.11% 76

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 3,016 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.
  • 3,016 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.