LCGC
AXP icon

Legacy Capital Group California’s American Express AXP Stock Holding History

Legacy Capital Group California’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 		$468K Sell
1,546
-403
-21% -$135K 0.18% 181
2025
Q4 		$721K Sell
1,949
-37
-2% -$13.2K 0.17% 155
2025
Q3 		$660K Sell
1,986
-39
-2% -$12.4K 0.17% 164
2025
Q2 		$646K Buy
2,025
+11
+0.5% +$3.1K 0.18% 147
2025
Q1 		$542K Sell
2,014
-54
-3% -$16K 0.19% 154
2024
Q4 		$614K Hold
2,068
– – 0.19% 149
2024
Q3 		$561K Buy
+2,068
New +$515K 0.19% 158

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

Legacy Capital Group California's AXP Position: Q1 2026 in Review

Legacy Capital Group California reduced its American Express (AXP) stake by 21% in Q1 2026, selling an estimated $135K and leaving 1,546 shares worth $468K. The position accounts for 0.18% of the portfolio, ranked #181.

Legacy Capital Group California first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $721K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Legacy Capital Group California held 1,546 shares of American Express worth $468K as of Q1 2026.
  • Legacy Capital Group California sold 403 American Express shares in Q1 2026, an estimated $135K.
  • American Express made up 0.18% of Legacy Capital Group California's portfolio in Q1 2026, its #181 holding.
  • Legacy Capital Group California first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Legacy Capital Group California's American Express position peaked at $721K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.