Lavelle 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
$660K Buy
+1,950
New +$624K 0.28% 50
2026
Q1
– Sell
-3,170
Closed -$1.17M – 74
2025
Q4
$1.17M Buy
+3,170
New +$1.13M 0.74% 33

Other funds holding AXP

Lavelle Capital's AXP Position: Q2 2026 in Review

Lavelle Capital opened a new position in American Express (AXP) in Q2 2026: 1,950 shares worth $660K. The stake represents 0.28% of the portfolio and ranks #50 among its holdings. This is a return to the name: Lavelle Capital previously reported a position in AXP as recently as Q4 2025.

Lavelle Capital first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lavelle Capital held 1,950 shares of American Express worth $660K as of Q2 2026.
  • American Express was a new Lavelle Capital position in Q2 2026.
  • American Express made up 0.28% of Lavelle Capital's portfolio in Q2 2026, its #50 holding.
  • Lavelle Capital first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Lavelle Capital's American Express position peaked at $1.17M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lavelle Capital's 13F filing for Q2 2026, filed 22 Jul 2026.