LWM
AXP icon

LeConte Wealth Management’s American Express AXP Stock Holding History

LeConte Wealth 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 		$262K Buy
775
+47
+6% +$15K 0.14% 122
2026
Q1 		$220K Sell
728
-5
-0.7% -$1.68K 0.14% 133
2025
Q4 		$271K Buy
733
+17
+2% +$6.08K 0.18% 91
2025
Q3 		$238K Buy
+716
New +$228K 0.16% 107

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

LeConte Wealth Management's AXP Position: Q2 2026 in Review

LeConte Wealth Management increased its American Express (AXP) stake by 6.5% in Q2 2026, buying an estimated $15K and bringing the position to 775 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #122.

LeConte Wealth Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 3,005 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • LeConte Wealth Management held 775 shares of American Express worth $262K as of Q2 2026.
  • LeConte Wealth Management bought 47 American Express shares in Q2 2026, an estimated $15K.
  • American Express made up 0.14% of LeConte Wealth Management's portfolio in Q2 2026, its #122 holding.
  • LeConte Wealth Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's American Express position peaked at $271K in Q4 2025.
  • 3,005 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.