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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
Q2 		– Sell
-1,597
Closed -$483K – 84
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 $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

Lee Johnson Capital Management's AXP Position: Q2 2026 in Review

Lee Johnson Capital Management sold out of American Express (AXP) in Q2 2026, closing a stake of 1,597 shares — an estimated $483K sold.

Lee Johnson Capital Management first reported a position in AXP in Q3 2024 and held it in 7 quarters. The position peaked at $6.04M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lee Johnson Capital Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 1,597 American Express shares in Q2 2026, an estimated $483K.
  • Lee Johnson Capital Management first reported a position in American Express in Q3 2024 and held it in 7 quarters.
  • Lee Johnson Capital Management's American Express position peaked at $6.04M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.