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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lavaca Capital's AXP Position: Q1 2026 in Review

Lavaca Capital increased its American Express (AXP) stake by 169% in Q1 2026, buying an estimated $335K and bringing the position to 1,590 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #70.

Lavaca Capital first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lavaca Capital held 1,590 shares of American Express worth $481K as of Q1 2026.
  • Lavaca Capital bought 1,000 American Express shares in Q1 2026, an estimated $335K.
  • American Express made up 0.09% of Lavaca Capital's portfolio in Q1 2026, its #70 holding.
  • Lavaca Capital first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Lavaca Capital's American Express position peaked at $3.8M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.