Lewis Asset Management
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Lewis Asset Management’s American Express AXP Stock Holding History

Lewis Asset 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
Q3 		$1.29M Buy
4,247
+227
+6% +$75.8K 0.44% 57
2026
Q2 		$1.36M Buy
4,020
+914
+29% +$293K 0.48% 54
2026
Q1 		$940K Sell
3,106
-43
-1% -$14.4K 0.38% 64
2025
Q4 		$1.16M Sell
3,149
-217
-6% -$77.7K 0.47% 53
2025
Q3 		$1.12M Sell
3,366
-98
-3% -$31.2K 0.46% 50
2025
Q2 		$1.1M Buy
3,464
+560
+19% +$158K 0.52% 47
2025
Q1 		$781K Sell
2,904
-113
-4% -$33.4K 0.65% 40
2024
Q4 		$895K Sell
3,017
-232
-7% -$66.7K 0.68% 33
2024
Q3 		$881K Buy
3,249
+580
+22% +$144K 0.64% 38
2024
Q2 		$618K Buy
2,669
+90
+3% +$20.8K 0.47% 49
2024
Q1 		$587K Buy
2,579
+144
+6% +$29.9K 0.48% 48
2023
Q4 		$456K Buy
+2,435
New +$392K 0.42% 62

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Lewis Asset Management's AXP Position: Q3 2026 in Review

Lewis Asset Management increased its American Express (AXP) stake by 5.6% in Q3 2026, buying an estimated $75.8K and bringing the position to 4,247 shares worth $1.29M. The position accounts for 0.44% of the portfolio, ranked #57.

Lewis Asset Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q2 2026. 1,853 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Lewis Asset Management held 4,247 shares of American Express worth $1.29M as of Q3 2026.
  • Lewis Asset Management bought 227 American Express shares in Q3 2026, an estimated $75.8K.
  • American Express made up 0.44% of Lewis Asset Management's portfolio in Q3 2026, its #57 holding.
  • Lewis Asset Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
  • Lewis Asset Management's American Express position peaked at $1.36M in Q2 2026.
  • 1,853 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.