LBP AM’s American Express AXP Stock Holding History

LBP AM’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	$15.9M	Sell	52,590 -11,595	-18%	-$3.89M	0.22%	95
2025 Q4	$23.7M	Sell	64,185 -73	-0.1%	-$26.1K	0.28%	75
2025 Q3	$21.3M	Buy	64,258 +639	+1%	+$203K	0.26%	78
2025 Q2	$20.3M	Buy	63,619 +56,071	+743%	+$15.8M	0.29%	69
2025 Q1	$2.03M	Sell	7,548 -288	-4%	-$85.1K	0.03%	270
2024 Q4	$2.33M	Sell	7,836 -36,332	-82%	-$10.4M	0.03%	258
2024 Q3	$12M	Sell	44,168 -17,766	-29%	-$4.42M	0.18%	119
2024 Q2	$14.3M	Sell	61,934 -6,106	-9%	-$1.41M	0.59%	42
2024 Q1	$15.5M	Buy	68,040 +17,200	+34%	+$3.57M	0.62%	39
2023 Q4	$9.52M	Buy	50,840 +4,180	+9%	+$673K	0.21%	119
2023 Q3	$6.96M	Buy	46,660 +4,596	+11%	+$752K	0.15%	151
2023 Q2	$7.33M	Buy	42,064 +4,736	+13%	+$764K	0.17%	123
2023 Q1	$6.16M	Sell	37,328 -1,730	-4%	-$287K	0.16%	135
2022 Q4	$5.77M	Buy	+39,058	New	+$5.79M	0.17%	134

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

LBP AM's AXP Position: Q1 2026 in Review

LBP AM reduced its American Express (AXP) stake by 18% in Q1 2026, selling an estimated $3.89M and leaving 52,590 shares worth $15.9M. The position accounts for 0.22% of the portfolio, ranked #95.

LBP AM first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

LBP AM held 52,590 shares of American Express worth $15.9M as of Q1 2026.
LBP AM sold 11,595 American Express shares in Q1 2026, an estimated $3.89M.
American Express made up 0.22% of LBP AM's portfolio in Q1 2026, its #95 holding.
LBP AM first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
LBP AM's American Express position peaked at $23.7M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.