Lazard Frères Gestion’s American Express AXP Stock Holding History

Lazard Frères Gestion’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
2026 Q1	$1.95M	Sell	6,460 -1,200	-16%	-$402K	0.04%	59
2025 Q4	$2.83M	Sell	7,660 -160	-2%	-$57.3K	0.05%	57
2025 Q3	$2.6M	Hold	7,820	–	–	0.05%	63
2025 Q2	$2.49M	Sell	7,820 -540	-6%	-$152K	0.05%	63
2025 Q1	$2.25M	Buy	8,360 +1,102	+15%	+$326K	0.05%	62
2024 Q4	$2.15M	Sell	7,258 -977	-12%	-$281K	0.04%	59
2024 Q3	$2.23M	Hold	8,235	–	–	0.05%	55
2024 Q2	$1.89M	Hold	8,235	–	–	0.04%	53
2024 Q1	$1.88M	Hold	8,235	–	–	0.05%	51
2023 Q4	$1.54M	Sell	8,235 -50	-0.6%	-$8.05K	0.04%	50
2023 Q3	$1.24M	Hold	8,285	–	–	0.04%	54
2023 Q2	$1.43M	Sell	8,285 -530	-6%	-$85.5K	0.04%	50
2023 Q1	$1.22M	Buy	8,815 +530	+6%	+$87.9K	0.04%	50
2022 Q4	$1.22M	Sell	8,285 -572	-6%	-$84.8K	0.04%	48
2022 Q3	$1.21M	Sell	8,857 -300	-3%	-$45.4K	0.05%	49
2022 Q2	$1.27M	Buy	9,157 +422	+5%	+$69.7K	0.05%	49
2022 Q1	$1.65M	Hold	8,735	–	–	0.05%	51
2021 Q4	$1.43M	Sell	8,735 -350	-4%	-$59.7K	0.04%	50
2021 Q3	$1.54M	Hold	9,085	–	–	0.04%	49
2021 Q2	$1.26M	Hold	9,085	–	–	0.04%	53
2021 Q1	$1.1M	Hold	9,085	–	–	0.04%	56
2020 Q4	$1.09M	Buy	+9,085	New	+$1.01M	0.03%	62

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lazard Frères Gestion's AXP Position: Q1 2026 in Review

Lazard Frères Gestion reduced its American Express (AXP) stake by 16% in Q1 2026, selling an estimated $402K and leaving 6,460 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #59.

Lazard Frères Gestion first reported a position in AXP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.83M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Lazard Frères Gestion held 6,460 shares of American Express worth $1.95M as of Q1 2026.
Lazard Frères Gestion sold 1,200 American Express shares in Q1 2026, an estimated $402K.
American Express made up 0.04% of Lazard Frères Gestion's portfolio in Q1 2026, its #59 holding.
Lazard Frères Gestion first reported a position in American Express in Q4 2020 and has held it in 22 quarters since.
Lazard Frères Gestion's American Express position peaked at $2.83M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lazard Frères Gestion's 13F filing for Q1 2026, filed 7 May 2026.