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 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

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. 1,401 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.
1,401 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.