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Lee Financial’s American Express AXP Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-629
Closed -$209K – 145
2025
Q3 		$209K Buy
+629
New +$200K 0.03% 170
2024
Q1 		– Sell
-300
Closed -$56.2K – 209
2023
Q4 		$56.2K Sell
300
-63
-17% -$10.1K 0.01% 221
2023
Q3 		$54.2K Buy
363
+5
+1% +$818 0.01% 205
2023
Q2 		$62.4K Hold
358
– – 0.01% 202
2023
Q1 		$59.1K Sell
358
-235
-40% -$39K 0.01% 221
2022
Q4 		$87.6K Buy
593
+43
+8% +$6.37K 0.01% 208
2022
Q3 		$74K Buy
550
+171
+45% +$25.9K 0.01% 218
2022
Q2 		$53K Sell
379
-5
-1% -$826 0.01% 242
2022
Q1 		$72K Buy
384
+18
+5% +$3.25K 0.01% 210
2021
Q4 		$60K Sell
366
-100
-21% -$17.1K 0.01% 234
2021
Q3 		$78K Buy
466
+166
+55% +$27.8K 0.02% 196
2021
Q2 		$50K Hold
300
– – 0.01% 227
2021
Q1 		$42K Hold
300
– – 0.01% 243
2020
Q4 		$36K Hold
300
– – 0.01% 231
2020
Q3 		$30K Hold
300
– – 0.01% 274
2020
Q2 		$29K Buy
+300
New +$27.6K 0.01% 248

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial's AXP Position: Q4 2025 in Review

Lee Financial sold out of American Express (AXP) in Q4 2025, closing a stake of 629 shares — an estimated $209K sold.

Lee Financial first reported a position in AXP in Q2 2020 and held it in 16 quarters. The position peaked at $209K in Q3 2025. 3,035 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Lee Financial reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 629 American Express shares in Q4 2025, an estimated $209K.
  • Lee Financial first reported a position in American Express in Q2 2020 and held it in 16 quarters.
  • Lee Financial's American Express position peaked at $209K in Q3 2025.
  • 3,035 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.