Lebenthal Global Advisors’s American Express AXP Stock Holding History

Lebenthal Global Advisors’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	$2.75M	Buy	9,099 +1,109	+14%	+$372K	0.4%	47
2025 Q4	$2.96M	Buy	7,990 +778	+11%	+$278K	0.46%	38
2025 Q3	$2.4M	Buy	7,212 +836	+13%	+$266K	0.42%	38
2025 Q2	$2.03M	Buy	6,376 +971	+18%	+$273K	0.38%	40
2025 Q1	$1.45M	Buy	5,405 +136	+3%	+$40.2K	0.27%	46
2024 Q4	$1.56M	Sell	5,269 -61	-1%	-$17.5K	0.29%	55
2024 Q3	$1.45M	Buy	5,330 +545	+11%	+$136K	0.29%	49
2024 Q2	$1.11M	Buy	4,785 +493	+11%	+$114K	0.24%	57
2024 Q1	$977K	Buy	4,292 +205	+5%	+$42.5K	0.22%	52
2023 Q4	$766K	Buy	+4,087	New	+$658K	0.18%	69
2023 Q1	–	Sell	-2,509	Closed	-$371K	–	116
2022 Q4	$371K	Buy	+2,509	New	+$372K	0.12%	93
2022 Q2	–	Sell	-1,342	Closed	-$250K	–	131
2022 Q1	$250K	Sell	1,342 -39	-3%	-$7.04K	0.11%	128
2021 Q4	$225K	Buy	+1,381	New	+$235K	0.09%	151
2021 Q1	–	Sell	-959	Closed	-$115K	–	166
2020 Q4	$115K	Buy	+959	New	+$106K	0.08%	163

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

Lebenthal Global Advisors's AXP Position: Q1 2026 in Review

Lebenthal Global Advisors increased its American Express (AXP) stake by 14% in Q1 2026, buying an estimated $372K and bringing the position to 9,099 shares worth $2.75M. The position accounts for 0.4% of the portfolio, ranked #47.

Lebenthal Global Advisors first reported a position in AXP in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Lebenthal Global Advisors held 9,099 shares of American Express worth $2.75M as of Q1 2026.
Lebenthal Global Advisors bought 1,109 American Express shares in Q1 2026, an estimated $372K.
American Express made up 0.4% of Lebenthal Global Advisors's portfolio in Q1 2026, its #47 holding.
Lebenthal Global Advisors first reported a position in American Express in Q4 2020 and has held it in 14 quarters since.
Lebenthal Global Advisors's American Express position peaked at $2.96M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.