LCNB Corp’s American Express AXP Stock Holding History

LCNB Corp’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	$446K	Buy	1,473 +81	+6%	+$27.2K	0.15%	118
2025 Q4	$515K	Hold	1,392	–	–	0.17%	105
2025 Q3	$462K	Sell	1,392 -100	-7%	-$31.8K	0.16%	115
2025 Q2	$476K	Sell	1,492 -30	-2%	-$8.44K	0.17%	117
2025 Q1	$409K	Sell	1,522 -58	-4%	-$17.1K	0.15%	124
2024 Q4	$469K	Sell	1,580 -82	-5%	-$23.6K	0.17%	116
2024 Q3	$451K	Hold	1,662	–	–	0.16%	119
2024 Q2	$385K	Hold	1,662	–	–	0.14%	127
2024 Q1	$378K	Sell	1,662 -95	-5%	-$19.7K	0.14%	132
2023 Q4	$329K	Hold	1,757	–	–	0.13%	136
2023 Q3	$262K	Hold	1,757	–	–	0.12%	150
2023 Q2	$306K	Hold	1,757	–	–	0.13%	140
2023 Q1	$290K	Hold	1,757	–	–	0.13%	144
2022 Q4	$260K	Hold	1,757	–	–	0.12%	154
2022 Q3	$237K	Hold	1,757	–	–	0.13%	145
2022 Q2	$244K	Buy	1,757 +95	+6%	+$15.7K	0.13%	144
2022 Q1	$311K	Hold	1,662	–	–	0.15%	133
2021 Q4	$272K	Buy	1,662 +85	+5%	+$14.5K	0.12%	138
2021 Q3	$264K	Hold	1,577	–	–	0.13%	133
2021 Q2	$261K	Hold	1,577	–	–	0.13%	135
2021 Q1	$223K	Buy	+1,577	New	+$208K	0.12%	147

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

LCNB Corp's AXP Position: Q1 2026 in Review

LCNB Corp increased its American Express (AXP) stake by 5.8% in Q1 2026, buying an estimated $27.2K and bringing the position to 1,473 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #118.

LCNB Corp first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $515K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

LCNB Corp held 1,473 shares of American Express worth $446K as of Q1 2026.
LCNB Corp bought 81 American Express shares in Q1 2026, an estimated $27.2K.
American Express made up 0.15% of LCNB Corp's portfolio in Q1 2026, its #118 holding.
LCNB Corp first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
LCNB Corp's American Express position peaked at $515K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.