Lazari Capital Management’s American Express AXP Stock Holding History

Lazari Capital 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
2026 Q2	$1.63M	Buy	4,814 +330	+7%	+$106K	0.5%	34
2026 Q1	$1.36M	Buy	4,484 +464	+12%	+$156K	0.47%	41
2025 Q4	$1.49M	Buy	4,020 +12	+0.3%	+$4.29K	0.5%	34
2025 Q3	$1.33M	Hold	4,008	–	–	0.45%	41
2025 Q2	$1.28M	Sell	4,008 -50	-1%	-$14.1K	0.48%	37
2025 Q1	$1.09M	Buy	4,058 +452	+13%	+$134K	0.45%	44
2024 Q4	$1.07M	Buy	3,606 +28	+0.8%	+$8.04K	0.43%	36
2024 Q3	$970K	Sell	3,578 -65	-2%	-$16.2K	0.42%	43
2024 Q2	$844K	Buy	3,643 +113	+3%	+$26.2K	0.38%	45
2024 Q1	$804K	Sell	3,530 -100	-3%	-$20.7K	0.44%	39
2023 Q4	$680K	Sell	3,630 -300	-8%	-$48.3K	0.39%	42
2023 Q3	$586K	Buy	3,930 +40	+1%	+$6.54K	0.35%	48
2023 Q2	$678K	Buy	+3,890	New	+$628K	0.38%	44

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lazari Capital Management's AXP Position: Q2 2026 in Review

Lazari Capital Management increased its American Express (AXP) stake by 7.4% in Q2 2026, buying an estimated $106K and bringing the position to 4,814 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #34.

Lazari Capital Management first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. 1,411 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Lazari Capital Management held 4,814 shares of American Express worth $1.63M as of Q2 2026.
Lazari Capital Management bought 330 American Express shares in Q2 2026, an estimated $106K.
American Express made up 0.5% of Lazari Capital Management's portfolio in Q2 2026, its #34 holding.
Lazari Capital Management first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
1,411 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.