Legal Advantage Investments’s American Express AXP Stock Holding History

Legal Advantage Investments’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	$998K	Sell	2,950 -100	-3%	-$32K	0.35%	51
2026 Q1	$923K	Buy	3,050 +500	+20%	+$168K	0.48%	51
2025 Q4	$943K	Sell	2,550 -300	-11%	-$107K	0.44%	56
2025 Q3	$947K	Hold	2,850	–	–	0.43%	58
2025 Q2	$909K	Hold	2,850	–	–	0.43%	53
2025 Q1	$767K	Hold	2,850	–	–	0.41%	58
2024 Q4	$846K	Sell	2,850 -50	-2%	-$14.4K	0.45%	53
2024 Q3	$786K	Hold	2,900	–	–	0.43%	55
2024 Q2	$671K	Hold	2,900	–	–	0.39%	59
2024 Q1	$660K	Sell	2,900 -100	-3%	-$20.7K	0.37%	60
2023 Q4	$562K	Hold	3,000	–	–	0.34%	64
2023 Q3	$448K	Sell	3,000 -100	-3%	-$16.4K	0.32%	68
2023 Q2	$540K	Buy	3,100 +1,000	+48%	+$161K	0.36%	64
2023 Q1	$346K	Buy	+2,100	New	+$348K	0.25%	77

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Legal Advantage Investments's AXP Position: Q2 2026 in Review

Legal Advantage Investments reduced its American Express (AXP) stake by 3.3% in Q2 2026, selling an estimated $32K and leaving 2,950 shares worth $998K. The position accounts for 0.35% of the portfolio, ranked #51.

Legal Advantage Investments first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legal Advantage Investments held 2,950 shares of American Express worth $998K as of Q2 2026.
Legal Advantage Investments sold 100 American Express shares in Q2 2026, an estimated $32K.
American Express made up 0.35% of Legal Advantage Investments's portfolio in Q2 2026, its #51 holding.
Legal Advantage Investments first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.