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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
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

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Lewis Asset Management's AXP Position: Q2 2026 in Review

Lewis Asset Management increased its American Express (AXP) stake by 29% in Q2 2026, buying an estimated $293K and bringing the position to 4,020 shares worth $1.36M. The position accounts for 0.48% of the portfolio, ranked #54.

Lewis Asset Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Lewis Asset Management held 4,020 shares of American Express worth $1.36M as of Q2 2026.
  • Lewis Asset Management bought 914 American Express shares in Q2 2026, an estimated $293K.
  • American Express made up 0.48% of Lewis Asset Management's portfolio in Q2 2026, its #54 holding.
  • Lewis Asset Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 1,363 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.