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Lee Johnson Capital Management’s American Express AXP Stock Holding History

Lee Johnson Capital 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
Q1 		$483K Sell
1,597
-14,743
-90% -$4.94M 0.17% 65
2025
Q4 		$6.04M Sell
16,340
-322
-2% -$115K 2.07% 11
2025
Q3 		$5.53M Buy
16,662
+237
+1% +$75.4K 1.84% 17
2025
Q2 		$5.24M Sell
16,425
-4
-0% -$1.13K 1.8% 17
2025
Q1 		$4.42M Buy
16,429
+297
+2% +$87.8K 2.34% 7
2024
Q4 		$4.79M Buy
16,132
+312
+2% +$89.6K 2.53% 12
2024
Q3 		$4.29M Buy
+15,820
New +$3.94M 2.21% 10

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lee Johnson Capital Management's AXP Position: Q1 2026 in Review

Lee Johnson Capital Management reduced its American Express (AXP) stake by 90% in Q1 2026, selling an estimated $4.94M and leaving 1,597 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #65.

Lee Johnson Capital Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.04M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Lee Johnson Capital Management held 1,597 shares of American Express worth $483K as of Q1 2026.
  • Lee Johnson Capital Management sold 14,743 American Express shares in Q1 2026, an estimated $4.94M.
  • American Express made up 0.17% of Lee Johnson Capital Management's portfolio in Q1 2026, its #65 holding.
  • Lee Johnson Capital Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Lee Johnson Capital Management's American Express position peaked at $6.04M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.