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Lawson Kroeker Investment Management’s American Express AXP Stock Holding History

Lawson Kroeker Investment Management’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
2025
Q4 		– Sell
-5,338
Closed -$1.77M – 65
2025
Q3 		$1.77M Hold
5,338
– – 0.32% 57
2025
Q2 		$1.7M Hold
5,338
– – 0.32% 57
2025
Q1 		$1.44M Sell
5,338
-126
-2% -$37.2K 0.27% 60
2024
Q4 		$1.62M Buy
5,464
+6
+0.1% +$1.72K 0.31% 59
2024
Q3 		$1.48M Hold
5,458
– – 0.27% 58
2024
Q2 		$1.26M Buy
5,458
+51
+0.9% +$11.8K 0.24% 60
2024
Q1 		$1.23M Hold
5,407
– – 0.23% 61
2023
Q4 		$1.01M Buy
5,407
+133
+3% +$21.4K 0.21% 62
2023
Q3 		$787K Buy
5,274
+165
+3% +$27K 0.17% 68
2023
Q2 		$890K Sell
5,109
-20
-0.4% -$3.23K 0.21% 61
2023
Q1 		$846K Buy
+5,129
New +$851K 0.19% 67
2018
Q2 		– Sell
-10,145
Closed -$946K – 68
2018
Q1 		$946K Buy
10,145
+50
+0.5% +$4.84K 0.31% 45
2017
Q4 		$1M Sell
10,095
-75
-0.7% -$7.14K 0.32% 45
2017
Q3 		$920K Sell
10,170
-50
-0.5% -$4.3K 0.29% 48
2017
Q2 		$861K Hold
10,220
– – 0.29% 49
2017
Q1 		$809K Sell
10,220
-8,065
-44% -$631K 0.27% 49
2016
Q4 		$1.35M Sell
18,285
-15
-0.1% -$1.04K 0.47% 45
2016
Q3 		$1.17M Buy
18,300
+420
+2% +$27K 0.38% 47
2016
Q2 		$1.09M Hold
17,880
– – 0.36% 48
2016
Q1 		$1.1M Buy
17,880
+4,675
+35% +$272K 0.38% 46
2015
Q4 		$918K Buy
13,205
+340
+3% +$24.7K 0.32% 51
2015
Q3 		$954K Buy
12,865
+445
+4% +$34.2K 0.32% 49
2015
Q2 		$965K Buy
12,420
+3,030
+32% +$240K 0.29% 55
2015
Q1 		$734K Buy
+9,390
New +$780K 0.21% 60

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lawson Kroeker Investment Management's AXP Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of American Express (AXP) in Q4 2025, closing a stake of 5,338 shares — an estimated $1.77M sold.

Lawson Kroeker Investment Management first reported a position in AXP in Q1 2015 and held it in 24 quarters. The position peaked at $1.77M in Q3 2025. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Lawson Kroeker Investment Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 5,338 American Express shares in Q4 2025, an estimated $1.77M.
  • Lawson Kroeker Investment Management first reported a position in American Express in Q1 2015 and held it in 24 quarters.
  • Lawson Kroeker Investment Management's American Express position peaked at $1.77M in Q3 2025.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.